Client Retention
The latest news about client retention for financial advisors, investment advisors, wealth managers and other industry professionals.
Why Wealthfront Sold Out to UBS
By Timothy WelshUBS made Wealthfront an offer that the robo-advisor and its VC backers couldn't resist.
February 28, 2022
No, Your Client Won't Ditch You for a Robot: Vanguard SurveyMore than 90% of clients with a human advisor said they wouldn't go digital-only, researchers found.
February 25, 2022
4 Questions Investors Need to Consider NowThe former head of financial market research at AQR Capital breaks down the risks tied to Russia's war in Ukraine.
February 23, 2022
10 Reasons You're Worth Your FeesAdvisors add far more value than a website or an app.
February 22, 2022
How to Protect Client Portfolios From Excess Liability ClaimsAccidents' cost can go beyond insurance limits, which could mean a painful drain on client assets.
February 15, 2022
Americans Divided in Their Views of the Economy: Edward JonesA new survey examines how economic concerns sway investors' financial decisions.
February 09, 2022
8 Ways Financial Planners Aren't Communicating as Well as They ThinkMost financial planners say they discuss a broad range of important topics with clients. Many clients disagree.
February 09, 2022
Advisors Need New Estate and Trust Planning Tools as Demand Surges: SurveyOutdated technologies impede customer experience, Envestnet MoneyGuide says.