Client Retention
The latest news about client retention for financial advisors, investment advisors, wealth managers and other industry professionals.
RFG Advisory Deploys Nitrogen Tech to Boost Indie Support
By John ManganaroThe hybrid RIA says growth-minded advisors will benefit in multiple ways from the new integration.
January 22, 2024
6 Reasons Clients Fire AdvisorsA number of steps can help cement relationships and reduce attrition as financial situations evolve.
January 08, 2024
Commonwealth Launches Virtual Paraplanning ProgramParticipating advisors are matched with two virtual paraplanners who act as an "extension of their firm."
December 29, 2023
Don't Forget This Important Planning Task for the New YearTaking some time now to plan for your business enables you to serve clients better.
December 21, 2023
'Twas the Day Before ChristmasA client arrives the day before Christmas Eve. What could they need from their financial advisor?
December 18, 2023
5 Trends That Are Powering Advisor GrowthEnvestnet research highlights the evolving landscape of financial advisory services and the increasing role of technology.
December 04, 2023
10 Gifts Under $100 for Clients and ColleaguesSome of these off-the-beaten-track gifts can even be customized with your firm's logo.
November 28, 2023
Best & Worst Digital Wealth Management Providers: J.D. Power, 2023Younger clients increasingly value the experience on full-service firms' websites and apps.