Client Retention
The latest news about client retention for financial advisors, investment advisors, wealth managers and other industry professionals.
Commonwealth Launches Virtual Paraplanning Program
By John ManganaroParticipating advisors are matched with two virtual paraplanners who act as an "extension of their firm."
December 18, 2023
5 Trends That Are Powering Advisor GrowthEnvestnet research highlights the evolving landscape of financial advisory services and the increasing role of technology.
December 04, 2023
10 Gifts Under $100 for Clients and ColleaguesSome of these off-the-beaten-track gifts can even be customized with your firm's logo.
November 28, 2023
Best & Worst Digital Wealth Management Providers: J.D. Power, 2023Younger clients increasingly value the experience on full-service firms' websites and apps.
November 21, 2023
18 Luxury Gift Ideas for 2023If your wealthy clients need some gifting inspiration, point them to this list.
November 13, 2023
Help Clients Plan for Unexpected Risks, and Opportunities, in RetirementFor example, "snowbirding" may be more attainable than retirees think, professor Steven Parrish says.
November 13, 2023
6 Scenarios When Advisors Must Deliver Bad NewsWhen clients need to hear unpleasant information, it is best to get it done quickly.
November 07, 2023
Why Wealth Advisors Leave the Biggest Private Banks for Small RIAsSome advisors are happy to work within the confines of a large banking institution; others feel increasingly constrained.