Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Goldman Sells Folio's Retail Unit, Keeps RIA Business
By Janet LevauxInteractive Brokers is buying Folio's DIY investor unit, which has some 70,000 clients and about $3 billion in assets.
December 01, 2020
Pandemic Taking a Toll on Volunteerism: ReportStill, 73% of those surveyed plan to return to pre-pandemic volunteerism when it is safe to do so, a Fidelity Charitable study finds.
December 01, 2020
Many Americans Could Give Less to Charity Next Year: SurveyThe findings do not apply across all demographic groups, though, as younger donors plan to increase their giving in 2021.
November 30, 2020
Robos Slightly Outperformed Human Advisors in Client Satisfaction During Crisis: ReportClients of robo-advisors are less concerned with service, while clients of human advisors "are held to a higher standard," says Dalbar's Cory Clark.
November 29, 2020
10 Tax Tips to Take Advantage of By Year-EndAdvisors and clients can benefit from these insights on gifting, retirement and other areas — shared recently by BNY Mellon tax experts.
November 28, 2020
Why Advisors Must 'Tailor' Client Talks on Annuities, Longevity in the Pandemic: Milevsky"Annuities are insurance against longevity, and that is an uncertainty that's greater now," says the retirement income expert.
November 26, 2020
10 Classy Holiday Gifts for Clients Under $100There are plenty of fun ways to both delight clients and comply with regulatory rules on gift giving.
November 25, 2020
How to Convince Clients That Downturns Are OpportunitiesWhen markets turn volatile, it's "natural" for investors to get nervous, but research shows advisors can help them adjust in beneficial ways.