Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Citi Erroneously Credited $81 Trillion to Client Account: Report
By Dinah Wisenberg BrinThe bank made the error, which it fixed, when trying to transfer $280, according to the Financial Times.
February 13, 2025
Schwab to Raise Advisor Network Referral Fees by 5%The fee changes for advisors utilizing the Schwab Advisor Network program will take effect later in 2025.
February 12, 2025
Integrated Partners Names Chief Brand OfficerMatt Ackermann is tasked with boosting the RIA's presence across the wealth management and CPA space.
February 11, 2025
Snappy Kraken Launches Enterprise Marketing Hub, Updates Campaigns AppNew tools can streamline advertising campaign creation while providing improved data analytics and reporting.
February 04, 2025
What's a Financial Advisor Really For?Bestselling author Charley Ellis favors indexing and blasts AUM fees but says advisors can still add real value.
February 04, 2025
AI-Powered Meeting Prep Among New Orion Platform UpgradesOrion announced a series of updates across its technology ecosystem at its Ascent 2025 Conference in Orlando.
February 04, 2025
1 in 4 Clients Would Consider Switching Advisors After $1M Inheritance: SurveyWhile overall satisfaction rates are high, millennials are the most likely to invest a windfall elsewhere, Orion finds.
January 31, 2025
Planning Foundation Issues Grants to Support Pro Bono GuidanceOrganizations providing planning without charge will benefit from a record $678,000 in funding during 2025.