Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
How to Become a Top-Performing RIA: Schwab
By Bernice NapachHere are several key practices that the leading firms use more than others, according to a survey.
July 24, 2020
Morningstar Changes Ratings Framework for 529 PlansDistinctions between advisor-sold and direct-sold plans will be eliminated.
July 23, 2020
UBS to Close U.S. Private BankAfter Jan. 1, 2021, its Financial Services unit and U.S. bank affiliate will provide wealth management services.
July 17, 2020
How Becoming a Social Security Claiming Whiz Can Boost Your PracticeClaiming at the optimal time can increase lifetime benefits by tens of thousands of dollars or more, but clients need help navigating the rules.
July 16, 2020
What Clients Think of Advisors' COVID-19 Response, in 4 Charts: J.D. PowerMany advisors missed an opportunity to deepen client relationships, according to a J.D. Power survey.
July 16, 2020
How a Top Raymond James Advisor Runs Her 'Invitation-Only' PracticeMargaret Chow Starner, based in Miami, tells ThinkAdvisor that market crashes are like hurricanes: Her clients "know the drill."
July 14, 2020
Creative Planning Acquires $600M RIA in WisconsinThun Financial Advisors specializes in working with U.S. investors who live overseas.
July 13, 2020
Prepare for a World Without Libor: NY Fed PresidentThe reference lending rate is set to disappear at the end of 2021.