Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Want to Avoid Taxes the Peter Thiel Way? Don't Even Try
By Alexis LeondisFrom fees to severe penalties for missteps, a self-directed retirement account is something most savers should steer clear of.
July 06, 2021
'If I Can Trade for Free, Why Do I Need You?'Of course investors still need a good advisor! Here are some reminders for the skeptics.
July 02, 2021
Financial Advice From a Bank? Customers Who Take It Love ItBank customers are unlikely to seek advice but most will follow it when they receive it, J.D. Power finds.
July 01, 2021
Most Americans Hesitate to Discuss Retirement Concerns With AdvisorsThese Americans would welcome such a conversation despite their initial reluctance, an Allianz Life survey has found.
June 30, 2021
Tech Giants Are Creeping Into Finance. What's an Advisor to Do?Consultant Craig Iskowitz talks to ThinkAdvisor about adding value and why millennials aren't so special.
June 30, 2021
Do Social Security COLAs Really Keep Up With Inflation?How the Social Security Administration calculates COLAs has become a topic of debate.
June 29, 2021
Fed's Rosengren Says 2022 Rate Hike in Play as Job Market HealsSeveral other Federal Reserve Bank presidents also have laid out a scenario in which the Fed would lift rates next year.
June 29, 2021
11 Net Investment Income Tax Questions, AnsweredWhat advisors should know about who pays this 3.8% surtax and how it can affect retirement and estate planning.