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Technological advancements are reshaping client expectations for financial planners. According to Deloitte’s study (2022), 61% of clients expect to use both digital and offline channels to access financial services. Clients today anticipate greater accessibility, faster responses, and an intuitive experience that allows them to stay connected and informed on their finances. But this doesn’t diminish [...]

Retaining clients isn’t just a measure of success—it’s a strategy for driving profitability. Research by Bain & Company shows that increasing client retention by just 5% can lead to a profit boost of anywhere between 25% and 95%. For experienced financial planners, the real value often lies not in chasing new prospects but in [...]

We all know what happened in 2022 across financial markets. Both equity and debt markets had some of their poorest years in over a decade. The S&P 500 was down 19% while bonds did not fare much better, the iShares Core U.S. Aggregate Bond ETF was down 13%. The safety that bonds were supposed [...]

Digital marketing is no longer about just having a presence—it’s about strategically positioning your brand to stand out among other financial planners. High-net-worth clients expect a sophisticated, seamless experience from the first click to the final consultation.

With the wealth management market forecasted to reach US$128.90tn globally, in 2024, and financial advisory as a dominant player in this market, with a projected market volume of US$126.10tn; financial planners face increasing competition to secure their share of high-net-worth clients.

Despite the growing importance of digital marketing, traditional networking remains a vital part of client acquisition. In fact, 72% of financial planners say that referrals from current clients are their most effective source of new business (Source: Financial Planning Association, 2022).

Time is the ultimate equalizer—everyone gets the same 8,736 hours a year. Yet, for financial planners juggling complex responsibilities like client meetings, market analysis, strategic planning, portfolio assessment, and more, it can often feel like there are never enough hours in the day.

MacNicol & Associates Asset Management is pleased to announce a transaction exit through its private equity fund, the MacNicol Emergence Fund.