Client Retention
The latest news about client retention for financial advisors, investment advisors, wealth managers and other industry professionals.
How Advisors Can Use Alts to Boost Portfolios, Gain New Clients
By Jane Wollman RusoffAdvisors see alts as a way to grow their business as access goes mainstream, Blackstone's Joan Solotar says.
October 22, 2024
eMoney Set to Launch Premium Client Portal, New Planning FeaturesCEO Susan McKenna and other executives offered a roadmap for platform innovation in the year ahead.
October 17, 2024
10 Do's and Don'ts for Fall ProspectingBetween summer and the holidays, clients and prospects are in "work" mode and open to talking about finances.
October 16, 2024
Affluent 'Advice Seekers' Want One Advisor but Seek Better Options: CerulliAdvisors need to build credibility with these investors to keep them loyal, Cerulli says.
September 27, 2024
Stop Your Clients From Letting Election Fears Drive Investment DecisionsClients are worried, says Spuds Powell of Kayne Anderson Rudnick, and a well-delivered reality check can help.
September 20, 2024
8 Views From Advisors and Clients on the Future of Financial PlanningNew FPA and Allianz research looks at how advisors are adapting to meet changing client needs.
September 17, 2024
8 Useful Phrases That 'Plant a Seed'To get your client or prospect to take the next step without sounding aggressive, plant an idea.