Client Retention
The latest news about client retention for financial advisors, investment advisors, wealth managers and other industry professionals.
Advisors Turned Healthy Profits in 2025, but Client Growth Stagnated: Study
By Michael S. FischerNet new client assets grew only 1.9% for the year, The Ensemble Practice reports.
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.
May 22, 2026
Ben Carlson: How to Adapt When Clients Know More Than Ever"You can't have only surface-level knowledge anymore," Ritholtz's institutional asset management head tells ThinkAdvisor.
May 18, 2026
Nitrogen Rolls Out Legacy CenterThe new platform, according to CEO Dan Zitting, helps address advisor concerns over generational wealth transfers.