Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Advisor Comp May See Big Change Due to COVID-19: Aite Group
By Bernice NapachThe shift will move from a focus on asset base to one that also includes services provided.
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.
May 11, 2020
3 Clients Wanted to Cash Out. Their Advisor Talked Them Down.Miye Wire tells ThinkAdvisor how she calmed a young couple and a pre-retiree when COVID-19 threatened their portfolios.
May 11, 2020
4 Lessons This Crisis Can Teach Clients About RetirementIt's possible to use this shelter-at-home period to alter the course of retirement plans and develop a lifestyle to look forward to.
May 11, 2020
MassMutual Teams With NextCapital on Retirement Solution: Tech RoundupAlso, Envestnet MoneyGuide enhances its client portal.