In today’s rapidly changing business landscape, accounting firms face the challenge of evolving to meet diverse client needs while maintaining a competitive edge. With this in mind, successful client ...

OAKS, PA--(Marketwired - Sep 9, 2014) - A growing number of financial advisors believe that client segmentation is a valuable and viable marketing strategy to build a more specialized client base, ...

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 ...

M&G Wealth has launched a new client-segmentation guide in collaboration with NextWealth. Its purpose is to assist financial advisers in providing better evidence to show how they understand and meet ...

The financial planning industry presents an opportunity for better client segmentation, a greater understanding of client needs and then building tailored services around those needs, according to ...

The growing dominance of the mass affluent wealth segment, defined as having between $100,000 and $1 million of investable assets, is starting to attract the attention of wealth managers who are ...

GEORGETOWN, Grand Cayman, Oct. 09, 2023 (GLOBE NEWSWIRE) -- StoneCo Ltd. (Nasdaq: STNE; B3: STOC31) (“Stone” or the “Company”) today announced that it is reorganizing its management structure to ...

Revenue: $6.8 billion, up 18% year-over-year. Gross Margin: 54%, an increase of 250 basis points year-over-year. Earnings Per Share (EPS): $0.92, up 31% year-over-year. Data Center Revenue: $3.5 ...

I’m thrilled to announce the return of the Duran Duran column, and I’m equally excited to lead the charge in the evolution of the industry at our newest venture, Rise Growth Partners. As ever, I ...