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Top News In Client Segmentation Today - Breaking & Trending Today

Majority of advisers have segmented client base

The majority (59%) of advisers have a segmented client base, the latest PA Asks survey shows. ....

Pa Asks , Client Segmentation ,

Client segmentation expected to grow amongst advice firms

More financial advisers are going to be segmenting their client base in 2024, according to Aegon and NextWealth. ....

Lifetime Wealth , Consumer Duty , Client Segmentation ,