Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
7 Programs That Got $881B in Rescue Aid (So Far)
By Laura Davison and Saleha MohsinFrom airlines to small businesses, here's where money in the CARES Act has been spent.
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.
April 18, 2020
Investing Platform Motif to Shut DownThe firm, led by Hardeep Walia, says client accounts will be moved to Folio Investing.
April 17, 2020
Wells Fargo Cuts Fee, Minimum for Its Robo-Advisory ServiceWells Fargo's digital offering now has one of the lowest minimums to qualify for advice from a human advisor.
April 16, 2020
Schwab Signs Data Deals With Envestnet, eMoney, IntuitSchwab becomes the third major U.S. financial firm to sign a data deal with Envestnet | Yodlee in the past eight months.