Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Investing Platform Motif to Shut Down
By Janet LevauxThe firm, led by Hardeep Walia, says client accounts will be moved to Folio Investing.
April 14, 2020
How Advisors are Handling the Challenge of COVID-19A study from Practical Perspectives describes a deliberate calm among advisors despite some clients' worries.
April 14, 2020
4 Ways Advisors Can Use Technology to Bridge the Generation GapHere's how to drive client interest on both sides of the gap.
April 14, 2020
UBS Is Helping Small-Business Wealth Clients Get PPP LoansThe PPP loans will be made though the Newtek Business Services Corp. and UBS Bank.
April 13, 2020
Fidelity Plans to Hire 2,000 PeopleThe firm is experiencing growing demand for services from existing clients during the COVID-19 pandemic.
April 13, 2020
Ex-Scammer of 'Catch Me If You Can' Fame Warns of Virus-Related FraudBe warier "than ever in your life" as stimulus checks come out, legendary ex-fraudster Frank Abagnale tells ThinkAdvisor.
April 10, 2020
11 Fun Ways to Stay Occupied During the PandemicSure, your clients are worried about the coronavirus, but these activities could help lift their spirits.
April 09, 2020
3 Questions to Ask About Your Firm's Crisis CommunicationsAs the COVID-19 pandemic nears its one-month mark, it's a good time to take a critical look at your strategy.