Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
3 in 5 Americans Hit Financially by Coronavirus: Survey
By Michael S. FischerIn a LendingTree survey, 35% of respondents said their work hours had been reduced or eliminated.
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."
March 16, 2020
How Advisors Are Coping in Coronavirus EpicentersAdvisors in Seattle and in New Rochelle, New York, have shifted to more remote work as they advise concerned clients, they say.
March 13, 2020
Richards, Crosby, Others Discuss How to Calm Clients in the Time of CoronavirusMichael Kitces convened a webinar with several behavioral experts.
March 13, 2020
Wealthy Investors Remain Calm During 'Corona Crash'A Spectrem survey found that most have heard from their advisors amid the market volatility.