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 ...

Survey Uncovers Insights That Help Advisors Navigate The Intersection of Client Experience and Competitive Advisory Fees BOSTON--(BUSINESS WIRE)--State Street Global Advisors, the asset management ...

Advanced Micro Devices Inc. (NASDAQ:AMD) announced plans to combine its client and gaming segments into a single reportable segment, following a steep 59% year-over-year decline in gaming revenue to ...

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

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 ...

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 ...

Advanced Micro Devices AMD is benefiting from robust Client revenue, which soared 67.7% year over year to $2.294 billion, accounting for 30.8% of total revenues in the first quarter of 2025. AMD’s ...