Client Retention
The latest news about client retention for financial advisors, investment advisors, wealth managers and other industry professionals.
Why the Bull Market Keeps Running
By Lu Wang and Emily GraffeoThe S&P 500 has stood relatively firm, hovering within 4% of its all-time high thanks to strength on the bottom line.
December 22, 2021
The Return-to-Office Social Reckoning Is HereObjections have moved beyond the medical. But connecting in person benefits advisors and clients, psychologist Melanie Katzman says.
December 20, 2021
Asset Managers Have New Rules to Play By: BNY MellonClients expect seamless, user-friendly interfaces and social media capabilities in their investment platforms and strategies, research found.
December 15, 2021
What to Do When Your Married Clients Can't Agree on Retirement PlanningHere's how to advise couples who don't agree about money matters like retirement timing, Social Security claiming and risk tolerance.
December 10, 2021
Wealthy Millennials Embrace Both DIY Platforms and Professional Advice: SurveyHigh-net-worth millennials are hiring financial advisors at a higher rate than older investors, Wealthramp found.
December 08, 2021
Why Educating Clients Is Critical to Advisors' SuccessJacob Gold, a professor and third-generation financial planner, explains the value of helping others boost their financial literacy.
December 07, 2021
12 Reasonably Priced Gifts With the 'Wow' FactorMemorable gifts for clients and colleagues don't need to send you deep into debt. There are good deals to be found!
December 02, 2021
The Do's and Don'ts of Using Client TestimonialsLarry Sprung of Mitlin Financial, an early adopter of testimonials, discusses some best practices and how to stay out of trouble.