Client Retention
The latest news about client retention for financial advisors, investment advisors, wealth managers and other industry professionals.
10 More Useful Phrases to Drive Your Point Home
By Bryce SandersWe've all thought of the perfect insightful comment after the fact. Here are some to keep handy.
March 07, 2022
How Advisors Do the Party CircuitSpring brings opportunities for advisors to mingle with coveted prospects.
March 04, 2022
Why Wealthfront Sold Out to UBSUBS made Wealthfront an offer that the robo-advisor and its VC backers couldn't resist.
March 01, 2022
10 More Reasons You're Worth Your FeesPeople will pay more if they feel they are getting good value for their money.
March 01, 2022
RIAs Defend Their Turf Through Service Expansion: CerulliRIAs are adding high-end services to stand out as BDs are looking more and more RIA-like.
February 28, 2022
No, Your Client Won't Ditch You for a Robot: Vanguard SurveyMore than 90% of clients with a human advisor said they wouldn't go digital-only, researchers found.
February 25, 2022
4 Questions Investors Need to Consider NowThe former head of financial market research at AQR Capital breaks down the risks tied to Russia's war in Ukraine.
February 23, 2022
10 Reasons You're Worth Your FeesAdvisors add far more value than a website or an app.