Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Thinkorswim Complaints Continue Into Second Week
By Jeff BermanThe issue was resolved before market open on Wednesday, according to TD Ameritrade. But users on Monday reported slowness and other issues.
August 20, 2020
Millennial, Gen Z Risk Tolerance Soared Since Pandemic Started: E-TradeThe company takes a look at trading trends of younger investors during the COVID-19 crisis.
August 19, 2020
What's a Pro Sports Coach to Do in a Pandemic? Talk to an Advisor, of CourseHarman Wealth Management's managing director told ThinkAdvisor about working with MLB and NFL coaches — and another client whose needs went beyond financial planning.
August 19, 2020
8 Strategies for the Fee-Sensitive ProspectSome people like to haggle. Here's what to tell them.
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."