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 ...

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

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 ...

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 ...

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 content has been created by the Finextra editorial team with inputs from subject matter experts at the funding sponsor. In this FinextraTV Interview from the Communify Intelligence Experience, ...

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 ...

Lifetime Financial Management has launched a client segmentation value calculator for advisers. The tool, called Enhance Carve-out Calculator, is designed to help advisers realise value from ...