Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Advisors' Advice: In This Market, What's a Retiree to Do?
By Bernice NapachThinkAdvisor talked to six advisors about how they're helping pre-retirees and retirees meet their income needs.
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.
March 24, 2020
How Advisors Can Help Retirement Clients Weather a Market MeltdownNow 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
How to Stay Connected to Your Clients Right NowYou and your clients are juggling major life disruptions. But you can still be a calming presence in their lives.
March 23, 2020
FPA Looking for Pro Bono PlannersUnderserved communities will suffer the most financial hardship from COVID-19, says FPA.