Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
10 Charitable Giving FAQs You Should Know
By Stephan R. LeimbergAs the year winds down, make sure you (and your clients) know the difference between a charitable remainder annuity trust and a charitable gift annuity — among other concerns.
December 18, 2019
For Tax-Preferred Charitable Gifts, Use This Workaround by Year-EndThe QCD provides a valuable tax benefit for charitably minded clients hurt by the tax reform changes.
December 13, 2019
Your Clients Are Stressing Out About Their Health: FidelityStressed investors are less satisfied with their advisors, Fidelity finds.
December 12, 2019
Divorce Doesn't Have to Be ContentiousIn a collaborative divorce, advisors can be part of a team that offers information to smooth the process.
December 12, 2019
SEC to Take Up Accredited Investor Definition Changes on Dec. 18The SEC will vote on whether to consider updates to the definition.
December 11, 2019
Are Advisors Failing to Communicate? Many Clients Say YesYCharts took a look at the types of communication clients want, but often aren't getting, from advisors.
December 11, 2019
10 Most Searched Financial Topics of 2019: InvestopediaThe financial information site revealed what its 22 million monthly readers were most curious about.