Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Most Investors Stay Neutral Despite Market Plunge, Recession Fears
By Michael S. FischerSeventy percent of respondents to an Allianz survey said they were confident their retirement portfolios would recover.
March 27, 2020
Advisors' Advice: In This Market, What's a Retiree to Do?ThinkAdvisor talked to six advisors about how they're helping pre-retirees and retirees meet their income needs.
March 27, 2020
Could the Fed's Cure Be Worse Than the Disease?The alphabet soup of asset-buying programs will basically nationalize large swaths of the financial markets, with profound results.
March 27, 2020
Wells Fargo Hits Pause on Eliminating a Fee WaiverThe news comes a month after the wirehouse said households would need $500,000 to avoid fees of up to $300 a year.
March 26, 2020
Some Americans Could Hit Snags Getting Stimulus Cash, Planner SaysJeff Levine of Kitces.com and Buckingham Wealth breaks down the details of how direct payments and RMD waivers work in the stimulus bill.
March 26, 2020
Best Full-Service Wealth Management Firms Ranked by Investors: J.D. Power — 2020Client satisfaction reached a record high in the survey, conducted at the end of the last bull market.
March 26, 2020
LPL, Affiliates Add 4 Reps From Rivals: Recruiting RoundupPlus, Steward Partners — associated with Raymond James — adds former manager at UBS and Morgan Stanley.
March 24, 2020
Women vs. Men: Who Wins at Investing?Recent studies found women are less confident with investing, and more likely to use advisors, than men.