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 ...
GEORGETOWN, Grand Cayman, Oct. 09, 2023 (GLOBE NEWSWIRE) -- StoneCo Ltd. (STNE) (Nasdaq: STNE; B3: STOC31) (“Stone” or the “Company”) today announced that it is reorganizing its management structure ...
Client segmentation is emerging as a major growth lever for RIAs looking to expand strategically. Alexi Maravel of Federated Hermes joins Shannon Rosic to share insights from the firm’s latest advisor ...
In my travels as a strategy consultant, there is one constant among new clients: a lack of definition around target markets. Clients tell us they have clarity, but when we pull back the kimono, we ...
Call me Captain Obvious, but understanding your clients is critical to building a successful practice. (Yes, I know … “Thank you, Captain Obvious!!”) Two powerful tools that help achieve this ...
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 ...
Charles Schwab & Co. has introduced new branded and differentiated client experiences for High Net Worth (HNW) and Ultra-High Net Worth (UHNW) clients. Retail clients with more than $1 million in ...
Some results have been hidden because they may be inaccessible to you
Show inaccessible results