Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
How to Accelerate 2020 Disaster Losses to 2019 Taxes
By William H. Byrnes | Robert BloinkThe federal emergency declaration declared on March 13 triggered IRC Section 165(i), which helps with natural disaster losses.
May 01, 2020
How the CARES Act Helps Mortgage HoldersBut not all homeowners can access this relief, the GAO says.
April 30, 2020
Now Is the Time for Advisors to Invest in Growth: TD AmeritradeStandout advisors who thrived during the Great Recession can teach a valuable lesson, TD Ameritrade says.
April 27, 2020
Acting, Not Reacting, During the PandemicWe must all stop treating this like a bad dream or a very long disaster movie and insert ourselves into the plot.
April 27, 2020
Financial Advisors Speed Up Shift to Holistic Financial PlanningA Broadridge survey finds advisors receptive to support from asset managers and technology.
April 27, 2020
How the Pandemic Is Affecting Retirement Confidence: EBRIEBRI's 2020 Retirement Confidence Survey found some good and bad news on how workers and retirees see their future.
April 27, 2020
Breaking Away in a Pandemic: How 2 Advisors Launched Their Own RIA FirmsElk River Wealth Management and Quantum Private Wealth overcame challenges to open their doors in recent weeks.
April 24, 2020
Raymond James' Tash Elwyn Is Cooking His Way Through Lockdown, for CharityThe executive tells ThinkAdvisor how his family baked 44 pizzas and smoked 99 pounds of pork to benefit a free clinic.