Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Schwab-TD Ameritrade Deal Gets Shareholders' Approval
By Janet LevauxThis development came hours after Schwab said the Justice Department had approved the transaction.
June 03, 2020
These 4 Words Make You the Life of the PartyHere's an easy trick to draw people out in social settings — remember those?
June 02, 2020
Why Diversity Hires Mean Growth for Advisors: StudyA recently released FlexShares analysis finds investors prefer to work with advisors who are most like them.
June 02, 2020
How to Handle Clients Who Lose Jobs in the PandemicEdward Jones' Tammy McKennon explains how she helped a pre-retiree make a tough financial choice due to COVID-19.
June 01, 2020
Oppenheimer Buys Muni Shop in CaliforniaThe deal should bring Oppenheimer's 1,030 financial advisors and their clients greater access to municipal bonds in the Golden State.
May 29, 2020
Finke, Blanchett on 4% Rule: Retirement Success Is Flexibility, Not FixationRelying on a fixed withdrawal percentage is unrealistic, Michael Finke says in a ThinkAdvisor webinar.
May 28, 2020
PPP Loans Could Haunt AdvisorsTwo executives said that, while they themselves wouldn't judge, taking a PPP loan could complicate future M&A deals.
May 27, 2020
Is the PPP Just a Loan?SEC guidance on disclosure of these loans to clients turns on materiality, that is, if it affects them.