Client Retention
The latest news about client retention for financial advisors, investment advisors, wealth managers and other industry professionals.
3 Steps to Transitioning Clients to Other Advisors
By Angie HerbersWith advisors in short supply, firms must serve more clients with the human resources they have. Here's how.
August 17, 2022
Creative Planning Buys Wipfli's $5B RIAThe Milwaukee-based RIA includes 80 advisors, a retirement-plan services group and a digital investment tool, Avid.
August 12, 2022
12 States High Earners Are FleeingNot surprisingly, the states with the biggest net losses of high-income households are traditionally viewed as high-tax states.
August 04, 2022
Kitces Research Shows How High-Growth Advisors Market Their ServicesResearchers set out to identify "what really works" when it comes to advisor marketing.
August 04, 2022
12 Concerns Guiding Investors, Business Owners NowInvestors' optimism on the economy and stock market has plunged, while business owners may see the light at the end of the tunnel.
July 25, 2022
5 Questions to Ask Now About Client EngagementHere's what to look at if your firm wants to spend less time on mundane administrative tasks and have more time for clients.
July 05, 2022
Never-Ending Stock Market Churn Keeps Pushing Bottom Targets LowerStrategas Securities looked at data from nine decades and found virtually no reason to believe the current market rout is over.
June 29, 2022
DOL's Rollover Reckoning Opens Doors for AdvisorsThe new rollover rule taking effect Friday presents a significant opportunity to stand out in the marketplace.