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 ...

Charles Schwab issued a report today that examines how independent registered investment adviser (RIA) firms can benefit from segmenting their client base and offers strategies on how to going about ...

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 ...

Client segmentation can involve multiple permutations, but there’s merit in keeping it simple and holistic at the outset. The objective is to be able to identify at a high level the pockets within a ...

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 ...

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 ...

Investment management is entering 2026 with AI adoption at record levels, shifting from a differentiator to a baseline capability across the sector. Firms are embedding AI into decision-making, client ...

Streamlined business practices help you become more efficient, and last week we explained how segmenting your client base can lead to a more efficient process for conducting client reviews this fall.

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 ...

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 ...