Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Goldman and BlackRock Sour on Stocks
By Abhishek VishnoiGoldman's bearish take comes after its U.S. strategists slashed their year-end target for the S&P 500 Index to 3,600 from 4,300 last week.
September 23, 2022
Risk Assets Swept Up in Rout as 'Fear Gauge' SoarsGoldman slashed its target for stocks, warning that a dramatic rise in the outlook for rates will hit valuations.
September 23, 2022
Our Clients Want Us to Text Them. Here's How.Texting comes with regulatory challenges, but it's clients' preferred communication method.
September 22, 2022
Roubini: Expect 'Long and Ugly' Recession, 40% Stock DropGiven this outlook, Economist Nouriel Roubini suggests investors "be light on equities and have more cash."
September 19, 2022
9 Lessons Advisors Can Learn From Queen Elizabeth IIThe popular, long-reigning monarch had many habits and traits that advisors can emulate.
September 15, 2022
Retired NHL Player Went From the Ice to InvestmentsJason Platt discusses his career shift after his friend's death, shaping clients' financial plans and dismissing recession fears.
September 15, 2022
How Advisors Can Use UX to Delight ClientsUser experience is a term most commonly applied to website design, but its applications extend much further.
September 12, 2022
Gen Xers Are Worried About Inflation, Skeptical of Advisors: State StreetCurrent market conditions could make now a good time to build trust with these investors, according to State Street Global Advisors.