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 ...

It's no secret that many RIAs are looking to modernize their technology stacks and create a more personalized, digital experience for clients. Based on my experience, the most successful RIAs that are ...

While part one established the strategic value of defining target client profiles and building a thoughtful client segmentation model, the real transformation begins when firms put those insights into ...

It's no secret that many RIAs are looking to modernize their technology stacks and create a more personalized, digital experience for clients. Based on my experience, the most successful RIAs that are ...

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 ...

Jay Hummel, host of "The Deep Dive" on Investopedia, is on a mission to help the advisory profession become more valuable for clients and better position itself for the future. His twice-monthly ...

In yet another sign of commodification in investment management, financial advisors are increasingly using pre-built models as a tool to shift their practices upmarket and focus on client ...