Segmenting client service packages has resulted in clients becoming more engaged in the advice process, according to Zurich Financial Services’ national sales manager of investments, Kristine Wade.

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 ...

Are hybrid investors, millennials, Gen Xers and women prime targets for advisors build new client relationships – or maybe event strengthen existing ones? For advisors who know how to pay attention ...

AMD's Data Center revenue surged 115% YoY in Q2 2024, driven by Instinct MI300 AI accelerators and EPYC processors, leading to raised revenue guidance and a BUY rating. Client segment revenue grew 49% ...