Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
As Millennial Wealth Grows, the Complexities Are Getting Real
By Michael S. FischerAdvisors have an opportunity as this generation starts to inherit real estate, investments, businesses and cash.
February 19, 2026
Steward Partners Taps AI-Powered Prospecting PlatformSteward is starting with a one-year subscription to WealthFeed for 50 lead advisors.
February 18, 2026
Advisors Adding Retirement Plan Participants as Wealth Clients: StudyWhile few advisors counsel DC plans, they're making progress in converting enrollees into clients.
February 17, 2026
Betterment Pilots Advisor Referral ProgramThe new program, to expand over time, connects select retail clients with RIAs.
February 03, 2026
Where Annuities Fit When You're Selling Up and Selling DownFor a client with relatives to think about, the products can meet both simple and complicated planning needs.
January 26, 2026
11 Steps to Retaining a ClientThe key to keeping a client is making them feel, through words and actions, that they are important.
January 15, 2026
3 Steps to True Hyper-Personalization in Wealth ManagementBecause of the diversity in clients and lifestyles, a one-size-fits-all approach isn’t going to last.
January 15, 2026
How to Unlock AI's Real ValueIf you use it for data extraction, notetaking and compliance oversight, it's critical to measure your return on investment.