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 ...

Mary Mock, head of distribution at Touchstone Investments, tells InvestmentNews how asset managers are pivoting.

This is the 22nd installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following Salinger ...

Good businesses know that customer segmentation is a necessity. It’s used for everything from market strategies to discount offers to developing loyalty programs. The more accurate the segmentation is ...

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 ...