Client Retention
The latest news about client retention for financial advisors, investment advisors, wealth managers and other industry professionals.
Help Clients Reassess Their Life Insurance Policies
By Howard SharfmanOne reason: Some clients may still list ex-spouses as their primary beneficiaries.
September 12, 2022
Gen Xers Are Worried About Inflation, Skeptical of Advisors: State StreetCurrent market conditions could make now a good time to build trust with these investors, according to State Street Global Advisors.
September 02, 2022
3 Steps to Transitioning Clients to Other AdvisorsWith advisors in short supply, firms must serve more clients with the human resources they have. Here's how.
August 25, 2022
8 Soft Skills Advisors Need to MasterTo keep clients happy and engaged, advisors often need to think like psychologists.
August 22, 2022
Is a 40-Year Mortgage a Wise Choice?These mortgages are offered by some online lenders and small banks, but aren't backed by Fannie Mae or Freddie Mac.
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.