Client Retention
The latest news about client retention for financial advisors, investment advisors, wealth managers and other industry professionals.
Deepen Relationships With 3 Additional Accounts
By Bryce SandersAdvisors can grow their business by opening more accounts for current clients. In each case, the client benefits.
November 23, 2021
The Best & Worst Mobile Apps for Wealth Management: J.D. Power, 2021Overall customer satisfaction with these apps rose nine points year over year to 858 on a 1,000-point scale.
November 22, 2021
4 Warning Signs Investors Aren't Happy With Their AdvisorsWe noticed shifting investor behavior and did a study to find out why. Here's how advisors can adapt.
November 17, 2021
Clients Want Tax-Smart Advice, and Most Aren't Getting It: OrionOnly 20% of advisors employ ongoing, automated tax management, according to a survey commissioned by Orion Advisor Solutions.
November 05, 2021
6 Trends Reshaping the Wealth IndustryThoughtLab Group study reveals how advisors and firms can move to a more client-centric approach to succeed.
November 04, 2021
10 Reasons Your Client Needs a Wealth ReportA thorough, well-presented wealth report should get your client feeling good and in the mood to take action.
October 29, 2021
Switching BDs? Beware of Hidden CostsAdvisors considering transition deals need to look out for changes that could hamper their ability to serve clients.
October 27, 2021
How Ultra-Wealthy Clients Value Tangible AssetsA Wharton study finds a gap between how advisors view portfolio risk and how uber-wealthy clients define it.