Merrill Lynch financial advisors can expect Bank of America cost-cutting to take the form of greater client segmentation and reduced bureaucracy, said John Thiel, head of U.S. wealth management and ...

As the ranks of the wealthy grow, banks are going to have to better segment their services to accommodate these clients, according to a report from Boston-based research firm Cerulli Associates. To do ...

Client segmentation is emerging as a major growth lever for RIAs looking to expand strategically. Alexi Maravel of Federated Hermes joins Shannon Rosic to share insights from the firm’s latest advisor ...

Flexibility and effectiveness in segmenting customer needs is vital to maximising both business performance and client service for fund managers, a whitepaper by SS&C Advent has found. The whitepaper ...