Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
How the Pandemic Is Affecting Retirement Confidence: EBRI
By Ginger SzalaEBRI's 2020 Retirement Confidence Survey found some good and bad news on how workers and retirees see their future.
April 24, 2020
7 Programs That Got $881B in Rescue Aid (So Far)From airlines to small businesses, here's where money in the CARES Act has been spent.
April 23, 2020
CARES Act Creates Make-or-Break Moment for Advisory FirmsThe surge of clients dialing in to find out the state of their portfolio will force advisors to use better tools to accommodate them.
April 23, 2020
How Advisors Can Thrive in a Virtual Environment"The key is to embrace the change," a senior manager at TD Ameritrade says.
April 22, 2020
Fees, Trading Costs and Tax Impact on Fund PerformancePast performance doesn't predict future performance, but these updated benchmarks can provide better ways to help advisors judge funds.
April 22, 2020
Hightower Launches Marketing Platform for AdvisorsThe wealth firm built the new offering in partnership with marketing tech firm Snappy Kraken.
April 22, 2020
The 2020 IA25: Mohamed El-ErianAllianz's chief economic advisor explains how to handle the "fire hose of information" during the COVID-19 crisis.
April 22, 2020
How to Select or Evaluate a Donor-Advised Fund Sponsor TodayThe number of DAF sponsors has ballooned. To pick one that can withstand challenging times, some extra due diligence is in order.