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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Millions of dollars are at stake for dozens of former employees — but the case also raises questions about the federal law governing retirement plans.
January 10
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For advisors seeking a type of independence that defies industry norms of success, two female CFPs have launched a co-op promising to be a firm of one's own.
January 10
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The Canadian lender continues to look south of the border for growth in its wealth management business.
January 10
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The broker-dealer industry's self-regulator warns of risks also related to cryptocurrencies and off-channel communications.
January 9
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Winning multi-millionaire clients looks different today for advisors — here's what's changed, a Cerulli study reports.
January 9
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Practitioners have always shared advice as part of tax prep, but the future of the field is in proactive, intentional tax advisory services.
January 8
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Financial advisors, tax professionals and their customers can recoup 30% of the cost through credits for qualified upgrades to their residences.
January 8
