Inoculate Before They Leave: How a Proactive Strategy Stops Client Attrition

Published on July 8, 2026

After years of working with advisors and studying client behavior, the reasons clients leave come down to three core patterns. They are predictable. They are preventable. And they almost always trace back to a conversation that never happened in the first meeting.

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People Moves: Steward Hires COO From Sequoia; William Blair Promotes Chief Investment Strategist

July 8, 2026
Also, Kestra names two new business development leads as part of an expansion push, private markets operator Allocate hires former consultant Matt Dunn as chief revenue officer, and Diversified Trust continues with succession plan promotions.

The Survivor Stress Test: When the Couple’s Retirement Plan Becomes a Widow’s Plan

July 8, 2026
Widowhood does not happen on paper. It happens in the middle of grief, changing income, tax questions, family expectations, housing decisions, administrative demands, and a profound shift in identity. The math may still work, but the human operating system has changed. And that is why advisors need to stress test — not only for portfolio survival, but for survivor usability.