Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
7 in 10 Global Investors Want to Adjust Portfolios Ahead of U.S. Election: UBS
By Michael S. FischerThree-quarters of investors in a UBS survey say they want more contact with their advisor.
October 20, 2020
Hightower Adds $800M Texas RIAThe RIA consolidator says it has taken a "significant" equity stake in Hart Financial Group, its eighth transaction this year.
October 19, 2020
How to Respond to 12 Common Client ObjectionsThese aren't obstacles needing to be flattened. They are concerns needing to be addressed.
October 16, 2020
How Much to Save for Retirement Is Workers' Top Financial Concern: SurveyThree in five Americans are falling behind on their savings goals, a TIAA poll finds.
October 16, 2020
How Much Value Does a Financial Advisor Deliver?Russell Investments has developed a formula: A+B+C+E+T = value of an advisor.
October 15, 2020
More Investors Turn to Financial Advisors During PandemicA new Oval Office occupant in January would not affect investment advice to clients, a survey found.
October 13, 2020
Americans' Personal Savings Up 10% From 2019: Northwestern MutualSavers worry about what could come next during the pandemic.
October 13, 2020
Invesco, Nasdaq Expand QQQ Fund LineThe offerings include a "next-gen" ETF and a Nasdaq 100 mutual fund.