Client Retention
The latest news about client retention for financial advisors, investment advisors, wealth managers and other industry professionals.
RIAs Defend Their Turf Through Service Expansion: Cerulli
By Michael S. FischerRIAs are adding high-end services to stand out as BDs are looking more and more RIA-like.
February 23, 2022
10 Reasons You're Worth Your FeesAdvisors add far more value than a website or an app.
February 22, 2022
How to Protect Client Portfolios From Excess Liability ClaimsAccidents' cost can go beyond insurance limits, which could mean a painful drain on client assets.
February 15, 2022
Americans Divided in Their Views of the Economy: Edward JonesA new survey examines how economic concerns sway investors' financial decisions.
February 09, 2022
8 Ways Financial Planners Aren't Communicating as Well as They ThinkMost financial planners say they discuss a broad range of important topics with clients. Many clients disagree.
February 09, 2022
Advisors Need New Estate and Trust Planning Tools as Demand Surges: SurveyOutdated technologies impede customer experience, Envestnet MoneyGuide says.
February 08, 2022
Cetera: 1,000 Advisors Complete New Growth ProgramThe program pairs advisors with "growth partners" to help them find opportunities they may be missing.
February 07, 2022
16 Useful Phrases That Drive Your Point HomeSaying the right thing at the right time can lead your client to an "aha" moment.