Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
An Investing Guide to the Midterm Elections
By Matt Turner and Norah MulindaFor sectors like health, energy and tech, the makeup of the next Congress will be key to determining their path forward.
November 07, 2022
Kitces, Other Advisors Stunned by Rude Advisor Sanctioned by CFP Board"Wow, this was a wild ride," said Michael Kitces about David R. Nute, who told his prospective client that her reactions "tell me why your husband left you."
November 07, 2022
New SEC Marketing Rule: How to Use TestimonialsThe rule unlocks a broad range of new advertising avenues for advisors but comes with several compliance-related minefields.
November 04, 2022
Market Volatility Increases Demand for Financial Planning: CerulliEffective communication and financial software are keys to attracting and retaining clients, according to a study.
November 04, 2022
10 Ways to Find Opportunity in This MarketNow is the time to improve your clients' positioning and take advantage of some down-market strategies.
November 03, 2022
How to Help Clients See the Benefits of Tax Loss HarvestingHarvesting tax losses is the correct, proactive move we should be making, but it's tough to explain it to clients.
November 02, 2022
What Separates the Best RIAs From the Rest: SchwabAverage RIA assets doubled in the past five years, but that growth isn't spread equally, Schwab's research shows.
November 02, 2022
Powell Sees Higher Peak for Rates, Path to Slow Tempo of HikesThe Fed's unanimous decision lifted the target for the benchmark federal funds rate to a range of 3.75% to 4%, its highest level since 2008.