Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
COVID-19's Impact on the Advisor-Client Relationship
By Chris SonzogniThe coronavirus has boosted shifts in how investors find financial advisors and how they prefer to receive financial advice.
November 09, 2020
Trading Outages at Schwab, E-Trade, TD Ameritrade, Other Platforms Irk InvestorsSchwab reported an unspecified "technical issue," while Fidelity, Merrill, Robinhood and TD Ameritrade blamed high trading volumes.
November 06, 2020
UBS Slashes Asset Minimum for Robo-Advice ProgramThe wirehouse cuts the minimum for its hybrid Advice Advantage Program by 50%.
November 04, 2020
Is PPP Loan Insurance Right for Your Small-Business Client?A new class of PPP loan insurance could help small-business owners mitigate their potential exposure down the line.
November 04, 2020
How the Coronavirus Has Affected American Consumers' SavingsMagnifyMoney analysis shows household savings increased 161% from March to April.
November 02, 2020
15 Things Never to Say to Clients or ProspectsTry these alternatives when you're not sure what to say.
October 29, 2020
YCharts Adds Dynamic Model Portfolios: Tech RoundupAlso, Apex Clearing teams with Altruist to provide advisors a "frictionless" investing experience.
October 29, 2020
The 7 Deadly Sins of Working From HomeWorking remotely presents opportunities, but we need to avoid temptation.