Client Retention
The latest news about client retention for financial advisors, investment advisors, wealth managers and other industry professionals.
October 18, 2021
7 Steps to Keeping a Client Whose Advisor Has Left the FirmAn established advisor quits. Their accounts are now yours. What do you do? Act quickly.
October 15, 2021
Charitable Giving Advice Linked to More Assets, Faster Growth: FidelityAdvisors who offer charitable planning have better client relationships in a number of quantifiable ways, research finds.
October 14, 2021
How Millennials, Gen Xers View Wealth DifferentlyAside from their views on wealth, the two generations have different expectations of advisors, Spectrem found.
October 11, 2021
Combating the Top 5 Fears of Starting an RIA BusinessThrough strategic partnerships, big goals and trust in the process, you can build your own successful business.
October 06, 2021
FPA Launches Support Community for Neurodivergent Financial PlannersThe Neurodivergent Planner Knowledge Circle will explore the needs of planners with autism, ADHD, dyscalculia, dyslexia, Tourette syndrome and other learning variations.
September 27, 2021
A Strategy for When Your Friends Are Chosen for YouWhen chance or circumstance throws you and new people together, silence can be less than golden. Here are some pointers.
September 09, 2021
After NCAA Ruling, Morgan Stanley Takes On a New MarketSandra L. Richards tells ThinkAdvisor how the firm's specialized advisors help college athletes build a road map to financial success.
September 09, 2021
Don't Call Us an RIA. No Offense.There's nothing wrong with RIAs, but there's a new way to be an independent financial firm.
September 07, 2021
3 Ways Advisors Can Better Serve Female InvestorsFocus on a segment of the market and tailor your approach, Cerulli suggests.
September 07, 2021
How Investors in Different Jobs Choose Their Financial AdvisorsWorkers in different occupations prioritize different traits in advisors, Spectrem found.