Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
UBS to Close U.S. Private Bank
By Bernice NapachAfter Jan. 1, 2021, its Financial Services unit and U.S. bank affiliate will provide wealth management services.
July 16, 2020
How a Top Raymond James Advisor Runs Her 'Invitation-Only' PracticeMargaret Chow Starner, based in Miami, tells ThinkAdvisor that market crashes are like hurricanes: Her clients "know the drill."
July 14, 2020
Creative Planning Acquires $600M RIA in WisconsinThun Financial Advisors specializes in working with U.S. investors who live overseas.
July 13, 2020
Prepare for a World Without Libor: NY Fed PresidentThe reference lending rate is set to disappear at the end of 2021.
July 13, 2020
7 Predictions for the Investment Industry: William BlairThe firm's research details the big changes afoot, from technology to investing strategies to retirement planning.
July 13, 2020
Harness the Power of Checking In With Your ClientsA simple phone call shows you're better than a robot, and it can lead to impromptu financial planning opportunities.
July 11, 2020
3 Investment Strategies to Ride Out the PandemicOne important question for advisors and their clients: "Is your portfolio allocation and your risk allocation aligned?"
July 08, 2020
An Advisor's Dilemma: Millennial Investors Who Won't ListenRose Swanger of Advise Finance tells ThinkAdvisor tales of two couples: one who listened to her and did OK, and another that didn't and paid the price.