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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Michael Nathanson oversaw Focus Financial Partners as it reorganized into five internal hubs. Industry experts say the long overdue consolidation still has far to go.
December 15
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Yes, AI is saving many advisors time and helping them reach prospects. But some say the rapid rate of adoption and automation could put them out of a job in the future.
December 12
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Troy Von Haefen once shared a stage with Lee Ann Womack. Now he's built a financial advising firm around his Nashville connections.
December 12
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Steve Lockshin and Michael Kitces tied what they view as some mistaken assumptions around fees to the competitive need for more estate planning services.
December 11
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A new report from Cerulli notes big differentiating factors for firms that specialize in working with clients with $20 million or more to invest.
December 10
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As deadlines loom, firms juggle tax-driven client work with retreats, reflection and recalibrating the business for 2026.
December 10
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Consolidation has been ongoing for more than a decade in wealth management, but it accelerated to unprecedented levels this year.
December 10
