Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Coronavirus Spotlights Investors' Biggest Mistakes
By Michael S. FischerHere's what investors regret most, according to MagnifyMoney.
May 20, 2020
How to Prep Clients for Market Stress When They Don't Understand RiskUse a "goals-driven approach" instead, says Katherine Nixon of Northern Trust.
May 20, 2020
Interactive Brokers Rolls Out 'No Load' Fund ShopU.S. clients can trade some 10,000 no-load and load-waived funds, as well as 4,300 products without transaction fees.
May 19, 2020
LPL to Roll Out AdvicePay ToolCreated by Michael Kitces and Alan Moore, AdvicePay lets advisors accept payments via credit card or electronic bank transfer.
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.