Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Millennial, Gen Z Risk Tolerance Soared Since Pandemic Started: E-Trade
By Jeff BermanThe company takes a look at trading trends of younger investors during the COVID-19 crisis.
August 18, 2020
Client Communications Have Changed. Needs Have Not.Some changes to the ways advisors and clients communicate may be permanent, but advisors are adapting.
August 18, 2020
Fidelity's Assets Hit $3.3T on Trading SurgeThe firm says it has added 2,000 employees, including financial consultants, as investors jump into the markets.
August 14, 2020
Mortgage Refinancing Rates Heading HigherThey will soon reflect an additional 0.50% fee that Fannie Mae and Freddie Mac are imposing on refis.
August 13, 2020
DOL Gives Guidance on Trump's Unemployment Benefits OrderSen. Ron Wyden, D-Ore., argued Thursday that Labor's new guidance "leaves many unanswered questions."
August 11, 2020
When Clients Get Sick, What Should an Advisor Do?A little reminder that you're thinking about them can go a long way.
August 06, 2020
What Advisors Must Do to Reach Affluent Women: McKinseyThe study finds advisory firms with younger women as clients could have up to four times faster revenue growth than their peers.
August 06, 2020
Clients Continue to 'Stay the Course' With Portfolios, Advisors: FidelityThe fund giant's latest research looks at the asset classes in which portfolios are adding active management and why.