Consumers expect a personalized marketplace. But why is it that retail and service businesses are comfortable categorizing their grocery stores and hotels, while we in the financial-advice industry ...

Using more finely tuned approaches to customer segmentation remains an untapped opportunity for many advisors, new research shows. A survey of 391 advisors has found that only 14 percent of ...

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 ...

Segmenting client service packages has resulted in clients becoming more engaged in the advice process, according to Zurich Financial Services’ national sales manager of investments, Kristine Wade.

New client segment brings refreshed approach to the unique and complex financial needs of successful entertainers and professional athletes in the Americas Collaborating with UBS’s Financial Advisors ...

LONDON--(BUSINESS WIRE)--The telecom industry continues to grow at a steady pace. However, many telecom companies are struggling to make the most of these opportunities. Our industry experts analyzed ...

Financial advisers were implementing a ‘one-size-fits-all' approach to servicing clients, which meant they were potentially missing an opportunity to provide services that matters most to clients, AIA ...

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 ...

Fidelity Clearing and Custody announced a new partnership Wednesday with FirstPoint Financial, a subsidiary of Mariner Holdings that specializes in wealth management for emerging affluent investors, ...

BNP Paribas Securities Services has appointed Florence Fontan as head of the asset manager client segment. Fontan will have overall responsibility for strategy, business development, products and ...

NEW YORK--(BUSINESS WIRE)--UBS Global Wealth Management today announced the launch of the Athletes and Entertainers Strategic Client Segment, a group formed to provide holistic financial advice and ...