B
Evidence Grade B
Graded
under review
Safe to Cite
Recent
95%
95% -- client retention rate for Vantage Point (2025)
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Lighthouse Research Team
Last verified:
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Source verified
Evidence graded
Value
95%
Unit
Percentage
Data Vintage
2025
Entity
Evidence Quality
B
Strong, reliable evidence
Sourced from a well-regarded research firm or industry leader with transparent methodology and a reasonably large sample.
Single source - not yet corroborated
Score breakdown
Extraction
95
Source Trust
50
Citation Chain
90
Independence
70
Methodology
45
Freshness
83
Source
Vantage Point
Primary
Tier A
https://vantagepoint.io/blog/sf/dreamforce-2025-the-dawn-of-the-agentic-enterprise-in-financial-serv… ↗
Source Article
Why Do Only 27% of RIAs Have a Marketing Plan? | RIA Marketing Guide
Why Do Only 27% of RIAs Have a Marketing Plan? 7 Steps to Build Your Growth Strategy
📊 Key Stat: Only 27% of registered investment advisors have a marketing plan in 2025—down 41% from 46% just one year ago. Nearly three-quarters of RIA firms are operating without a documented strategy for acquiring …
Original Research
Vantage Point
· Original study ↗
Methodology
Company statement.
Methodology documented
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Plain Text
Vantage Point: 95% client retention rate. Source: Vantage Point (2025). Via Lighthouse Intelligence -- https://lighthousedata.io/data/vantage-point-client-retention-rate
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<blockquote cite="https://lighthousedata.io/data/vantage-point-client-retention-rate" style="border-left:3px solid #2563eb;padding:12px 16px;margin:16px 0;font-family:system-ui,sans-serif;background:#f0f4ff;"><strong>95%</strong> -- client retention rate for Vantage Point<br><small>Source: Vantage Point (2025) · <a href="https://lighthousedata.io/data/vantage-point-client-retention-rate" target="_blank" rel="noopener">Lighthouse Intelligence</a></small></blockquote>
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