Client Retention
The latest news about client retention for financial advisors, investment advisors, wealth managers and other industry professionals.
The Ten Commandments of Client Communication
By Bryce SandersThe key to building long-term relationships is developing a personal connection.
December 23, 2025
10 Ways to Help Clients Through Rough MarketsWhen the stock market is volatile, clients want guidance.
December 16, 2025
10 Attention-Getting Holiday Gifts Advisors Can Give ClientsWhat do you get for the client who has everything — without running afoul of regulators?
December 08, 2025
How to Ditch Jargon When Talking With ClientsTranslating investment concepts into plain language builds trust, keeps clients confident and supports retention and growth.
December 05, 2025
Top 10 Financial Services Firms for Customer TrustAmerican households are consolidating their relationships with retail saving and investing shops, Hearts & Wallets finds.
December 03, 2025
Model Portfolios Free Advisors to Cultivate HNW Clients: CerulliOutsourcing investment management, research finds, leaves more time to spend on client-facing activities, mainly meetings.
December 01, 2025
The 35 Best Food and Drink Gifts of the SeasonWhether you're shopping for yourself, a colleague or a loved one, here are the top edible and drinkable treats of 2025.
November 26, 2025
10 Holiday Gift Ideas for Less Than $100The offering doesn’t have to be expensive, but it should be thoughtfully chosen, with a touch of elegance.