Client Retention
The latest news about client retention for financial advisors, investment advisors, wealth managers and other industry professionals.
Emerging RIA Trends That Can't Be Ignored
By John ManganaroAdvisors are increasingly in demand, but they face a number of emerging hurdles, Captrust's Nick DeCenso says.
December 15, 2022
3 Ways to Tailor Financial Plans for ClientsThese steps help each client feel respected and heard.
December 14, 2022
The Seven Deadly Sins of Year-End AdvisingThe temptations of sloth and gluttony abound in December. Thou shall not give in!
December 12, 2022
12 Cool Office Gadgets That Make Great GiftsWhether you're looking for something chic and elegant, useful, or a little off the wall, we've got you covered.
November 28, 2022
The New Financial Planning Process That Saves Time, Empowers ClientsProfessor Meghaan Lurtz talks to ThinkAdvisor about collaborative planning, using money to manipulate and when clients might need financial therapy.
November 23, 2022
10 Reasons for Advisors and Clients to Be ThankfulAs bad as this year may have been, it's not hard to find at least a few reasons to give thanks.
November 22, 2022
Your Retiring Clients Have Accumulated Assets. What Do They Do Now?As clients approach retirement, focusing on asset decumulation and the longevity of money is critical.
November 22, 2022
16 Over-the-Top Luxury Gifts for 2022From handbags to watches, here are 16 presents your wealthiest clients might consider for their nearest and dearest.