This story was originally published on HackerNoon at: https://hackernoon.com/wall-streets-underrated-advantage-what-top-firms-get-right.
Why some investment firms retain more clients: clear communication, compliant materials, and transparent reporting that builds investor trust.
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Client retention in asset management isn’t just about performance—it’s about clarity. As regulatory pressure rises and investors demand transparency, firms that deliver clear, compliant, and customizable communications keep more clients. Anuj Maheshwari’s overhaul of investor materials shows how better reporting, clearer risk explanations, and tailored documents directly lift retention, shorten sales cycles, and strengthen trust.