Client Retention
The latest news about client retention for financial advisors, investment advisors, wealth managers and other industry professionals.
January 16, 2025
AI Will Wipe Out 80% of Financial Planning Business, Advisor PredictsMega-firms will use data aggregation to swallow the middle market, Thomas Goodson says.
January 13, 2025
Morningstar Rolls Out Advisor Software SuiteDirect Advisory Suite aims to streamline such tasks as conducting research, generating client proposals and building portfolios.
December 06, 2024
The Best Gift You Can Give Your Family May Be in Your Filing CabinetWhat better way to show family, clients and staff you care than having a succession plan in place?
November 25, 2024
The 6 Questions Advisors Hear Most, and How to Answer ThemYou can't predict the next market crash, but you can reassure clients that they're ready for it.
November 25, 2024
How Advisors Can Use Alts to Boost Portfolios, Gain New ClientsAdvisors see alts as a way to grow their business as access goes mainstream, Blackstone's Joan Solotar says.
November 22, 2024
Best & Worst Wealth Firms for Digital Experience: J.D. Power, 2024Transactional capabilities and modern design aesthetics are not enough to satisfy clients, the research group finds.
November 21, 2024
Trust in Advisors Rose Steeply in Past Decade: CerulliStill, 40% of clients are skeptical that financial providers are working on their behalf, research found.
October 22, 2024
eMoney Set to Launch Premium Client Portal, New Planning FeaturesCEO Susan McKenna and other executives offered a roadmap for platform innovation in the year ahead.
October 17, 2024
10 Do's and Don'ts for Fall ProspectingBetween summer and the holidays, clients and prospects are in "work" mode and open to talking about finances.
October 16, 2024
Affluent 'Advice Seekers' Want One Advisor but Seek Better Options: CerulliAdvisors need to build credibility with these investors to keep them loyal, Cerulli says.