Practice and Client Management News
Financial Planning's Practice and Client Management coverage includes essential advisor-level strategy and operational insight for firms and solo practitioners. Read how elite advisors build retention-driven practices, manage high net worth relationships and operationalize growth frameworks that go beyond rudimentary 101 topics. Learn the latest financial planning news from expert reporting and analysis that matters to industry leaders.
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A new GAO study adds more fuel to the research suggesting the agency should be probing more rich households. Tax pros say those efforts will have big implications.
February 29
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In this flashback to Future Proof, Practice Intel CEO Tom Rieman stops by the Financial Planning booth to talk about his new fintech platform for advisors.
February 29
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A lawyer says the industry has been on notice at least since the "Boom Boom Room" scandal of the 1980s that hostile workplaces won't be tolerated.
February 28
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Carolyn Armitage has witnessed the long-term shifts in the industry over her career. That's part of why she decided to launch a consulting firm, she tells FP.
February 28
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When it comes to growth, a stalled advisory practice isn't a sign of failure. Pushing your firm to the next stage is a matter of learning to optimize your business.
February 28
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AlTi Global's massive infusion from Allianz X and Constellation Wealth signals one of many potential paths for new sources of capital into the industry.
February 27
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U.S. adults are intensely worried about their finances — and their kids are even worse. Here's how advisors can help, and foster new clients in the process.
February 27
