Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
IRS Can't Afford to Prep for New Tax Law: Taxpayer Advocate
By Bernice NapachTaxpayers seeking IRS guidance on tax law changes may be out of luck thanks to a massive funding shortfall, the Taxpayer Advocate office warns.
January 08, 2018
Here Are Gen Xers’ Biggest Financial ConcernsGen Xers are at a critical financial junction, yet most don't have an advisor, making them an important target market, Jefferson National reports.
January 08, 2018
Stock Melt-Up Already Obliterating Analysts' 2018 TargetsThe top-line trends are even more encouraging, says a Merrill strategist.
January 08, 2018
Wells Fargo's 2017 Silver Lining Is Drop in CFPB ComplaintsCFPB complaints fell 18% vs 2016, best among 10 biggest banks; Capital One posted the biggest rise as most lenders saw a drop.
January 08, 2018
Recruiting & Retaining the Next Generation of AdvisorsBy implementing the right tech platforms, wealth management firms can attract a new generation of advisors and ensure growth and proper succession planning in the process.
January 05, 2018
Wealthfront Raises $75M From Tiger Global, Other InvestorsWealth management startup gains new investor in funding round; competition is growing as startups target milennials online.
January 04, 2018
Wirehouses Say No to BitcoinMerrill Lynch, Morgan Stanley, UBS and Wells Fargo have banned sales of futures and trusts tied to the cryptocurrency.
January 03, 2018
Top 3 Advisor Traits Clients Value MostSoft skills are in high demand while financial performance is simply expected, John Diehl of Hartford Funds tells ThinkAdvisor.