Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
How Advisors Can Help Retirement Clients Weather a Market Meltdown
By Jeff BermanNow is the time for advisors to prove their value and make sure they and their clients "don't do anything dumb," Cerulli's Scott Smith says.
March 23, 2020
3 in 5 Americans Hit Financially by Coronavirus: SurveyIn a LendingTree survey, 35% of respondents said their work hours had been reduced or eliminated.
March 20, 2020
Coronavirus Care Costs Vary Widely, Even Within CitiesEven with insurance and free testing, out-of-pocket costs can add up quickly, according to a data provider.
March 20, 2020
9 Ways to Explain the Stock Market in Layman's TermsWhen your clients want to know why the market is going nuts, technical explanations likely won't satisfy them.
March 19, 2020
NASAA Opposes SEC Plan to Expand Accredited Investor DefinitionState securities regulators say the new definition would fail to protect investors.
March 18, 2020
How RIAs, Other Firms Are Stepping Up During CrisisAmong the initiatives: free advice for the newly unemployed from advisors of XY Planning Network.
March 18, 2020
'Side Gig' Losses: 9 Tax Rules to Determine Hobby or Business ActivityMany taxpayers have "side gigs" that can involve gains or losses that are big enough to have important tax implications.
March 16, 2020
Social Security Offices to Close Due to CoronavirusSSA says it still will provide critical services and will make certain exceptions for specific "dire need situations."