Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Empower Retirement Developing Robo-Advisor for Mass Affluent
By Bernice NapachThe second largest retirement recordkeeper in the U.S. is working with Apex and Wealthsimple to develop the platform.
November 09, 2018
Boomer Retirement Will Fuel Wave of Business Ownership TransitionsA third of boomers expect to transition the ownership of their businesses in the next five years, thanks to the approach of retirement. That's…
November 08, 2018
280 CapMarkets Expands Bond Trading Platform for RIAsThe platform, BondNav, will soon include corporate bonds in addition to munis.
November 07, 2018
4 Tips for Talking Politics With ClientsExpect clients to ask about politics, and be prepared to keep the discussion constructive, Capital Group says.
November 06, 2018
Tax Pain May Hit Some Mutual Fund Shareholders: BenzMorningstar's Christine Benz outlines the double whammy that might hit mutual fund investors this year.
November 02, 2018
How Much Do Families Leave Behind by Not Using 529 Plans?A Morningstar analysis looks at the effect of using a 529 college savings plan instead of other savings vehicles.
November 02, 2018
Want a Divorce? Better Do It NowTax overhaul kills alimony deduction for divorces after 2018; reaching a deal soon could mean tens of thousands in savings.
November 02, 2018
SEC Updates List of Fake Firms, RegulatorsThe so-called PAUSE list has been updated with eight bogus regulators, four "spoofers" of real firms and 16 soliciting entities.