Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
10 Best States for Health Care in 2021
By Michael S. FischerMoneyRates looked at the average health insurance premium and ratio of doctors to state population, among other factors.
December 28, 2021
Why the Bull Market Keeps RunningThe S&P 500 has stood relatively firm, hovering within 4% of its all-time high thanks to strength on the bottom line.
December 28, 2021
8 Bitcoin Tax Facts to KnowAre you advising your clients correctly when it comes to their investments in cryptocurrencies and the IRS?
December 23, 2021
The Do's and Don'ts of Advisor MarketingMeghan McCartan, head of marketing for Hightower Advisors, breaks down the best practices with April Rudin, head of the Rudin Group.
December 23, 2021
11 Phrases That Make Clients Feel ImportantWhat would your clients say if another advisor asked them, "Does your advisor think you're important?"
December 20, 2021
Asset Managers Have New Rules to Play By: BNY MellonClients expect seamless, user-friendly interfaces and social media capabilities in their investment platforms and strategies, research found.
December 20, 2021
There's 'Never Been a Worse Time to Retire': Ron Surz"The target-date industry is failing people," says the industry veteran, who offers specifics on how advisors can help clients.
December 20, 2021
10 Most Searched Financial Terms by U.S. InvestorsHere are the abbreviations Americans understand the least, judging from what they searched for the most.