Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
More Investors Turn to Financial Advisors During Pandemic
By Michael S. FischerA new Oval Office occupant in January would not affect investment advice to clients, a survey found.
October 13, 2020
XY Planning Unveils New Advisor PortalThe group also announced a partnership with the Association of African American Financial Advisors to help attract Black financial planners.
October 12, 2020
High-Earning Prospects Are Easier to Find Than You ThinkAwed by affluent prospects? Remember, they're your peers.
October 09, 2020
4 Tax Planning Moves to Make if Trump Wins ReelectionWhile Trump has no formal second-term tax platform, he has suggested a few possible changes.
October 08, 2020
Should Advisors Fear BofA's New Digital Planning Tool?Life Plan is a "mixed blessing" for Merrill's Thundering Herd, says executive recruiter Mark Elzweig.
October 08, 2020
Social Media Bolsters Advisors' Work During the PandemicLinkedIn remains advisors' favorite platform for business use, a Putnam survey finds.
October 07, 2020
Fidelity: People More Financially Stressed Than 6 Months Ago, Don't Expect Relief SoonDespite challenges, the study shows people are finding confidence in unexpected places.
October 07, 2020
BofA Launches Digital Financial Planning ToolThe news comes seven weeks after Charles Schwab launched its free digital financial planning tool.