Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Trading Outages at Schwab, E-Trade, TD Ameritrade, Other Platforms Irk Investors
By Jeff BermanSchwab reported an unspecified "technical issue," while Fidelity, Merrill, Robinhood and TD Ameritrade blamed high trading volumes.
November 04, 2020
How the Coronavirus Has Affected American Consumers' SavingsMagnifyMoney analysis shows household savings increased 161% from March to April.
November 02, 2020
15 Things Never to Say to Clients or ProspectsTry these alternatives when you're not sure what to say.
October 29, 2020
YCharts Adds Dynamic Model Portfolios: Tech RoundupAlso, Apex Clearing teams with Altruist to provide advisors a "frictionless" investing experience.
October 29, 2020
The 7 Deadly Sins of Working From HomeWorking remotely presents opportunities, but we need to avoid temptation.
October 28, 2020
Advisor Group to Expand Ladenburg's Training ProgramsThe program was crucial to the decision to buy Ladenburg and will be rolled out to the entire advisor network, CEO Jamie Price says.
October 28, 2020
Best 529 College Savings Plans of 2020: MorningstarMorningstar changed its 529 plan rating methodology this year to put more weight on fees.
October 27, 2020
Which Generation Has the Most Student Debt?Overall debt and monthly payments have increased across generations and occupations, Fidelity reports.