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 ...

Discover how AI can help financial advisors scale their practice while maintaining a human touch. Automate tasks, boost ...

When it comes to client relationships, a one-size-fits-all approach falls short. In my experience, treating all clients uniformly is an ineffective practice that can hamper resource allocation and ...

Model portfolios are a new generation of investment products that can help wealth advisors improve client outcomes, refocus their attention on high-value activities, and ultimately expand their ...

Screening different funds and running comparisons has been extremely useful. For financial advisors who want to differentiate their services and provide their clients with truly personalized ...

Discover how effective market segmentation identifies profitable customers and optimizes pricing, distribution, and product ...

Dublin, Dec. 04, 2025 (GLOBE NEWSWIRE) -- The "MVNO Business Plan with Financial Modeling Spreadsheet 2025" report has been added to ResearchAndMarkets.com's offering. This is a full business plan ...