Client Retention
The latest news about client retention for financial advisors, investment advisors, wealth managers and other industry professionals.
The Wealth Transfer Is a Retention Event You're Already Losing
By John O’ConnellGetting ahead of the trillions set to be passed down is more than a balance sheet to-do item.
June 25, 2026
Succession Planning Is Wealth Management's Defining Talent CrisisFor the next generation, the ownership path has never been clearer — or more out of reach.
June 25, 2026
5 Challenges Advisors Must Face in the Next Few YearsIndustry professionals are optimistic, Natixis reports, yet volatility and an aging client base offer near-term headwinds.
June 24, 2026
8 Ways to Lift Your Older Client's SpiritsWealthy people get lonely too. You can help, without being meddlesome.
June 18, 2026
Why Succession Planning Is Now a Retention StrategyAdvisors who include clients through a transition are the ones who build the case years before they need it.
June 11, 2026
9 Useful Phrases for Your Next Portfolio ReviewWhen you want clients to take action, the right words can help.
June 04, 2026
Most Clients Who Fire Their Advisor Don't Get a New One: StudyProblems with communication and advice quality are top drivers of client turnover, Morningstar finds.
June 02, 2026
10 Travel Tips Your Wealthy Friends Might Not KnowTravel is the secret language of the wealthy. Sharing experiences shows you're part of the crowd.