Client Retention
The latest news about client retention for financial advisors, investment advisors, wealth managers and other industry professionals.
For Advisors, 'More Modern Way of Working' Means Far Less Paperwork
By Jane Wollman RusoffAutomation can enable financial professionals to focus on the client experience, says Ritik Malhotra of Savvy Wealth.
March 13, 2025
Why Investors Might Switch Advisors, and Other InsightsDon’t miss ThinkAdvisor’s upcoming webcast on the results of Orion’s 2025 Wealthtech Survey and inaugural investor survey.
March 12, 2025
Your Firm Was Taken Over! Now What?While change is inevitable, advisors need to be patient. Here are eight steps to consider.
February 13, 2025
From Efficient to Enduring: The Keys to an Extraordinary Client ExperienceThere are three levels to master. First, figure out which level best describes your firm.
February 07, 2025
4 Keys to Happier ClientsMost advisors are meeting expectations, but in a crowded marketplace, that's not enough.
January 29, 2025
Nearly 60% of Advisors Plan Significant Allocation to Private MarketsA survey noted a marked rise in advisors increasing exposure to at least 10% in private market investments.
January 21, 2025
LPL Launches Digital Marketing PlatformAdvisors who beta tested the new marketing solutions grew assets 39% faster, according to the firm.
January 16, 2025
AI Will Wipe Out 80% of Financial Planning Business, Advisor PredictsMega-firms will use data aggregation to swallow the middle market, Thomas Goodson says.