Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
How to Prep Clients for Market Stress When They Don't Understand Risk
By Jeff BermanUse a "goals-driven approach" instead, says Katherine Nixon of Northern Trust.
May 18, 2020
Advisor Comp May See Big Change Due to COVID-19: Aite GroupThe shift will move from a focus on asset base to one that also includes services provided.
May 18, 2020
Unwrapping RMD Waiver Details in CARES ActClients with special circumstances may be especially confused over the impact of the 2020 RMD waiver.
May 15, 2020
Cash Flow Concerns Are King With Construction ClientsAmid the pandemic, advisor Nick Giacoumakis is working with clients on keeping their businesses open.
May 15, 2020
TD Ameritrade Exec: Advisory Fee Tax Deduction Needed More Than EverSkip Schweiss also discussed the SEC Advertising Rule and gave a warning about Reg BI compliance.
May 14, 2020
Why, and How, Advisors Should Podcast: TD AmeritradeWhen it comes to podcasts and flash briefings, clients want "brevity, levity and familiarity," TD Ameritrade's Dani Fava says.
May 14, 2020
Goldman to Buy Folio FinancialWith this deal, Goldman "fills in the last piece" of its wealth management ecosystem, consultant Gavin Spitzner says.
May 14, 2020
AICPA Creates PPP Loan Forgiveness CalculatorThe goal is to resolve remaining issues that created a "major stumbling block" to the program's implementation, it says.