Client segmentation often conjures up administrative hassles, but when implemented correctly, it can become a powerful engine ...

Client segmentation often conjures up administrative hassles, but when implemented correctly, it can become a powerful engine ...

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 ...

This first part of a two-part series by Maggie Miller focuses on defining clients through two complementary lenses: Target Client Profiles and Client Segmentation. Law firms today operate in an ...

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 ...

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 ...

Merrill Lynch financial advisors can expect Bank of America cost-cutting to take the form of greater client segmentation and reduced bureaucracy, said John Thiel, head of U.S. wealth management and ...

LONDON--(BUSINESS WIRE)--Quantzig, a global analytics solutions provider, has announced the completion of their latest customer segmentation study on the banking industry. A leading banking sector ...

The process by which advisers focus on certain clients groups based on their profitability is called client segmentation. Experts say the Retail Distribution Review that came into effect in 2012 has ...

This is the 22nd installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following Salinger ...

Matt Sonnen: The extra operational burden is justified with a client paying $70,000 per year...but maybe not the one paying $7,000. The booming RIA industry is tied closely to its embrace of fiduciary ...

LONDON--(BUSINESS WIRE)--Infiniti Research, a global market and competitive intelligence solutions provider, has announced the release of their recent market segmentation study on the construction ...