Media Coverage

Advisers battle to cure clients’ 4-year itch

January 13, 2014 // InvestmentNews

Advisers who want to hold on to their clients should boost their service efforts between the second and fourth year, because that’s when individuals are most likely to bolt, new research shows.

Client Retention Key to Growing a Book: Report

January 13, 2014 // Investment Executive

Find success by focusing on a particular market segment. These statistics emphasizes the importance of focusing on a niche, says Kennedy. “Like any other business,” he says, “we find that advisors are more successful when they demonstrate that they are focusing on a particular market segment.”

Financial Advisors Struggle to Earn Client Loyalty

January 13, 2014 // The Street

For the first year, your financial advisor is on top of his game. With regular meetings, and frequent phone calls, you feel well taken care of. But as time passes, the meetings become once-a-year at best, and the phone calls come only when some account action is required. You hear more from the assistant then from the advisor.

Don’t Pitch to Female Investors, Says Industry Leader

December 9, 2013 // WealthProfessional

If you want to capture the attention of female investors, avoid the aggressive sales pitch, says one industry leader.

Is There a Gender Gap in Retail Wealth Management?

December 5, 2013 // horsesmouth

Female Advisor Book Composition Suggests Women are Better Positioned for Future Success than Men

Do Female Advisors Have An Edge?

November 21, 2013 // Forbes

PriceMetrix Inc., a well-respected industry data aggregator, just released a study finding that female advisors have more large households, more consistent pricing and more women as clients that their male…

The Female Advantage

November 21, 2013 //

There are fewer female advisors than male advisors; in fact, females make up only 12 percent of advisors in North America, according to PriceMetrix. But female advisors tend to have…

Only 12% of Advisors Are Women

November 20, 2013 // ADVISOR.CA

This is the case even though women make up almost half (48%) of the labour market, as well as more than half (62%) of those employed in the financial services…

Women Advisors Manage More Assets Per Capita

November 20, 2013 // Financial Advisor IQ

A recent PriceMetrix survey shows that although only 12% of financial advisors in North America are women, the clients they serve tend to have higher household assets than those of…

Female Advisors Poised For Stronger Growth: Report

November 19, 2013 // Investment Executive

Although female advisors make up a smaller portion of the total retail broker population in North America, they may be poised for stronger growth than their male peers, according to…