"Advisors must segment their clients. The percentage of RIAs who segment their clients into distinct…"

Sunday, April 22nd, 2012 at 7:54 pm

“Advisors must segment their clients. The percentage of RIAs who segment their clients into distinct groups (based on their specific needs, affinities, behaviors and other characteristics) rose to 39% in 2010, up nearly 10 percentage points from 2009, according to Schwab’s benchmarking survey.”

The Changing RIA