Many RIAs struggle with profitability when they attempt to “be all things to all people,” which forces them to offer a wide range of services to clients of all shapes and sizes. As we have previously ...

The importance of creating an exceptional client service model can't be underestimated. Attracting clients-and retaining their loyalty-begins and ends with delivering an experience that not only meets ...

Traditional client segmentation? That’s so 15 years ago. That was one of the takeaways from a presentation yesterday by Michael Nathanson, the CEO of Focus Financial, at this year’s Schwab IMPACT ...

LONDON--(BUSINESS WIRE)--The telecom industry continues to grow at a steady pace. However, many telecom companies are struggling to make the most of these opportunities. Our industry experts analyzed ...

This may make perfect business sense, but that doesn't mean advisers should throw common sense out the window. Clients don't want to be segmented, and they want to feel like they're being taken care ...

While eight out of 10 of Schwab’s advisors segment their client book, most do so informally, without defining what the offering should be at each client level, said Scott Slater, managing director of ...

NEW YORK--(BUSINESS WIRE)--UBS Global Wealth Management today announced the launch of the Athletes and Entertainers Strategic Client Segment, a group formed to provide holistic financial advice and ...

Swiss firm UBS is set to launch a group focused on underrepresented clients early next year. The wealth manager hired Melinda Hightower from JPMorgan's private bank to lead the effort. The ...