Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
3 Social Security Changes Coming in 2021
By Ilana PolyakAlso, check out three strategies for clients who must take benefits before their full retirement age.
December 21, 2020
What Will Advisors Give Clients This Holiday Season?Most financial advisors follow regulatory guidelines on gifts, a SmartAsset survey finds.
December 21, 2020
How COVID-19 Is Hurting Workers' Retirement ProspectsDue to the pandemic, 33% of workers have taken a loan and/or withdrawal from qualified retirement accounts, or plan to do so, a new poll finds.
December 18, 2020
Older Workers Who Scale Back Still Reap Big Retirement Benefits: StudyThe Center for Retirement Research found some good news for older workers in "nontraditional" jobs.
December 17, 2020
Black, Latina Women Confident About Financial GoalsJ.P. Morgan poll finds nearly 20% of affluent Black and Latina women began investing this earlier year vs. 5% of their white counterparts.
December 16, 2020
Investor Sentiment Perks Up in Fourth Quarter: Wells FargoInvestors are divided on how the Biden presidency will affect their net worth.
December 16, 2020
A 4-Point Checklist for Year-End PlanningNo doubt, 2020 was an unusual year, which makes client reviews all the more important to prepare for 2021.
December 14, 2020
Two-Thirds of Americans Optimistic About Their 2021 FinancesThough many are in 'survival mode,' most Americans see better times ahead, Fidelity finds.