Client Retention
The latest news about client retention for financial advisors, investment advisors, wealth managers and other industry professionals.
Why Investors Might Switch Advisors, and Other Insights
By John ManganaroDon’t miss ThinkAdvisor’s upcoming webcast on the results of Orion’s 2025 Wealthtech Survey and inaugural investor survey.
February 07, 2025
4 Keys to Happier ClientsMost advisors are meeting expectations, but in a crowded marketplace, that's not enough.
January 29, 2025
Nearly 60% of Advisors Plan Significant Allocation to Private MarketsA survey noted a marked rise in advisors increasing exposure to at least 10% in private market investments.
January 21, 2025
LPL Launches Digital Marketing PlatformAdvisors who beta tested the new marketing solutions grew assets 39% faster, according to the firm.
January 16, 2025
AI Will Wipe Out 80% of Financial Planning Business, Advisor PredictsMega-firms will use data aggregation to swallow the middle market, Thomas Goodson says.
January 13, 2025
Morningstar Rolls Out Advisor Software SuiteDirect Advisory Suite aims to streamline such tasks as conducting research, generating client proposals and building portfolios.
December 06, 2024
The Best Gift You Can Give Your Family May Be in Your Filing CabinetWhat better way to show family, clients and staff you care than having a succession plan in place?
November 25, 2024
The 6 Questions Advisors Hear Most, and How to Answer ThemYou can't predict the next market crash, but you can reassure clients that they're ready for it.