Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
COVID Fuels Retirement Uncertainty: Wells Fargo
By Michael S. FischerThe pandemic underscores importance of Social Security and Medicare, the bank's retirement survey finds.
October 23, 2020
Advisors Get an 'A' From Investors on Pandemic Response: SurveyAdvisors who recommended investing more rated highest in client satisfaction.
October 22, 2020
Americans Believe Pandemic Economy Is Worse than 2008 RecessionNearly 100% of respondents believe their preferred presidential candidate will win the election, an Edelman Financial Engines survey finds.
October 21, 2020
Envestnet Adds 3 Premium Features to Its Plan Analytics Tool for AdvisorsAccess to the premium features will cost $600 a year.
October 21, 2020
7 in 10 Global Investors Want to Adjust Portfolios Ahead of U.S. Election: UBSThree-quarters of investors in a UBS survey say they want more contact with their advisor.
October 20, 2020
Schwab: Employees With Company Stock Plans Welcome More Financial AdviceEquity compensation is increasingly important for attracting and retaining talent, especially millennials, Schwab survey finds.
October 20, 2020
Fidelity: Participants in Both 401(k)s, Stock Plans Save More for RetirementWorkers with dual participation are likelier to take advantage of financial advice, Fidelity research shows.
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.