Client retention | Investment Executive https://www.investmentexecutive.com/tag/client-retention/ Canada's news source for financial professionals Thu, 14 Aug 2025 18:22:03 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Client retention | Investment Executive https://www.investmentexecutive.com/tag/client-retention/ 32 32 SCC declines to hear fiduciary duty appeal https://www.investmentexecutive.com/news/from-the-regulators/scc-declines-to-hear-fiduciary-duty-appeal/ Thu, 14 Aug 2025 18:22:01 +0000 https://www.investmentexecutive.com/?p=517541 Appeal court found no fiduciary relationship in dispute over clients

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]]> Wanted: greater wealth planning support https://www.investmentexecutive.com/newspaper_/brokerage-report-card/wanted-greater-wealth-planning-support/ Thu, 05 Jun 2025 12:56:00 +0000 https://www.investmentexecutive.com/?p=511336 Brokerage firms are adopting new tools and strategies to help advisors meet clients’ needs

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]]> Fewer than 1 in 5 U.S. investors use parents’ advisors https://www.investmentexecutive.com/news/industry-news/fewer-than-1-in-5-u-s-investors-use-parents-advisors/ Tue, 14 Nov 2023 20:47:09 +0000 https://www.investmentexecutive.com/?p=475258 Advisors can build intergenerational relationships to retain clients' children

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]]> Does growth in self-managed accounts defy need for advice? https://www.investmentexecutive.com/inside-track_/ian-russell/does-growth-in-self-managed-accounts-defy-need-for-advice/ Mon, 16 Jan 2023 20:00:55 +0000 https://www.investmentexecutive.com/?p=458654 Tech, profound shocks have changed investor behaviour

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]]> Investment in digital solutions is an insurance policy https://www.investmentexecutive.com/inside-track_/david-reeve/investment-in-digital-solutions-is-an-insurance-policy/ Mon, 03 Oct 2022 19:00:14 +0000 https://www.investmentexecutive.com/?p=452715 Tech can help protect firms and advisors against two key risks

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]]> Reconsidering retirement as a value proposition https://www.investmentexecutive.com/insight/columns/reconsidering-retirement-as-a-value-proposition/ Wed, 07 Sep 2022 13:41:34 +0000 https://www.investmentexecutive.com/?p=450807 As clients evolve, so must advisory services

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]]> How leveraging tech supports advisors’ books https://www.investmentexecutive.com/inside-track_/david-reeve/how-leveraging-tech-supports-advisors-books/ Mon, 28 Feb 2022 20:00:26 +0000 https://www.investmentexecutive.com/?p=439859 Client attrition trends and regulatory reform demand digital adoption

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]]> Pandemic leaves advisors worried about client retention: survey https://www.investmentexecutive.com/news/research-and-markets/pandemic-leaves-advisors-worried-about-client-retention-survey/ Tue, 28 Jul 2020 16:37:00 +0000 https://www.investmentexecutive.com/?p=404804 Digital marketing tools may be the answer

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]]> Surviving a moment of truth https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/surviving-a-moment-of-truth/ Fri, 23 Nov 2018 05:11:00 +0000 https://www.investmentexecutive.com/?p=359383 How you and your team respond to complaints can determine whether clients feel that they're getting the attention they deserve. A 10-step checklist can ensure client issues are resolved to satisfaction

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]]> Why you should focus on client retention https://www.investmentexecutive.com/building-your-business/practice-management/why-you-should-focus-on-client-retention/ Fri, 10 Feb 2017 17:00:00 +0000 https://www.investmentexecutive.com/uncategorized/why-you-should-focus-on-client-retention/ Getting new clients is good, but keeping the clients you have can be far more profitable

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