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 ...

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 ...

Client segmentation often conjures up administrative hassles, but when implemented correctly, it can become a powerful engine for organic growth.

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 ...

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 ...