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 ...

Charles Schwab issued a report today that examines how independent registered investment adviser (RIA) firms can benefit from segmenting their client base and offers strategies on how to going about ...

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 ...

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 ...

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 ...

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, ...

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 ...

Swiss firm UBS is set to launch a group focused on underrepresented clients early next year. The wealth manager hired Melinda Hightower from JPMorgan's private bank to lead the effort. The ...

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 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 ...