Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Self-Directed Investors OK With Decisions During Volatile 2020
By Michael S. FischerDigital tools and human advice are not an either/or proposition, E-Trade survey finds.
December 08, 2020
3 Things Next-Gen Clients Want, and Aren't Getting, From AdvisorsMillennials say "traditional" advisors don't understand these issues, CFP Phuong Luong writes.
December 07, 2020
'Tis the Month Before ChristmasI sat at my desk, which now was at home. I glanced out the window, then answered my phone.
December 07, 2020
Vanguard Makes Rare Retreat as Price War It Started Takes a TollNet flows to Vanguard's funds slowed in 2020 as rivals continue to cut fees and offer almost free trading.
December 07, 2020
Outages at Interactive Brokers, Robinhood Annoy InvestorsProblems at Interactive Brokers follow Friday's news that it's buying Folio's DIY investor unit from Goldman Sachs.
December 04, 2020
The Democratic Sweep Didn't Happen. What Does That Mean for Your Clients' Taxes?A vice president of Ayco, a Goldman Sachs company, offers some tax tips.
December 04, 2020
Goldman Becoming RIA Custodians' 'Worst Nightmare'By selling Folio's DIY unit but keeping the RIA business, Goldman is angling to compete in the space, consultant Tim Welsh says.
December 04, 2020
Americans' Feelings of Financial Security Are at Pre-Pandemic Levels: SurveyA survey finds that majority of Americans developed good personal finance habits in 2020.