Client Retention
The latest news about client retention for financial advisors, investment advisors, wealth managers and other industry professionals.
Pershing's Harrison: Why Wealth Managers Still Have 'Big Tailwinds'
By John ManganaroDemand for financial advice still outstrips the industry's capacity to serve, but established firms can't be complacent.
May 24, 2023
How to Use Medicare Planning to Strengthen Client RelationshipsIf you don't help your clients navigate Medicare, they'll find someone who will, Caribou CEO Christine Simone warns.
May 23, 2023
Clients Hate This Popular Investing Strategy, Vanguard Researcher SaysOne reason clients need advisors: Logic from elsewhere in life doesn't always work in investing, Fran Kinniry tells ThinkAdvisor.
May 12, 2023
7 Moves for Winning the Next Generation of ClientsWealth inheritors are hungry for financial advice. Can you satiate their appetite?
May 11, 2023
Investors Believe AI Will Help Advisors Better Serve Clients: StudyDespite the traction that AI has received, most survey participants say it will never replace human guidance.
May 11, 2023
Could This Income Planning Software Keep Widows From Firing Their Advisors?Advisors solely focused on portfolio growth through risk-taking are ignoring important needs, David Macchia warns.
May 10, 2023
8 Reasons Advisors Are Worth Their Fees: RussellRussell Investments lays out, with plenty of numbers, how advisors can give clients what they pay for.
April 21, 2023
10 Biggest Productivity Challenges for Advisory Firms: CerulliEnding an unprofitable client relationship is just one of the many challenges facing financial advisory firms.