4 Ways to Keep More Clients
By Emily ZulzThe battle for client retention is won, or lost, within the first two years of bringing them on.
July 12, 2017
Chasing HENRY, the Hottest New ProspectAdvisor David Edwards tells ThinkAdvisor how his firm attracts and serves clients who are "High Earners, Not Rich Yet."
July 11, 2017
High Profit Margins or High Growth: Choose OneFirms that focus too much on profit margins in order to bring home more income now cut off opportunities to grow their firms.
July 11, 2017
FSI Cheers Demise of Bill to Tax Investment Managers in IllinoisFSI members organized as LLCs, LPs or LLPs would have faced stiffer taxes, the lobbying group says.
July 10, 2017
How to Move Upmarket With Clients and AssetsA new Cerulli report suggests ways for advisors to identify mass affluent clients who have the potential to accumulate millions more in assets.
July 10, 2017
HighTower Nears $50B Mark, Adds 3 ExecsThe firm hires George Fischer, Susan Krakower and Kyle Okimoto, who have worked for Merrill Lynch, E-Trade and CNBC.
July 10, 2017
Schwab Expands Commission-Free ETF OfferingsSchwab has added 15 ETFs to the platform, including stock, bond and commodity ETFs, plus one focused on MLPs.
July 10, 2017
280 CapMarkets Launches Muni Bond Trading and Pricing Platform for AdvisorsThe platform will provide access to essentially the entire muni market as well as price transparency.