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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Electronic messaging, Reg BI, crypto and fraud all appeared at the top of regulators' agenda this past year.
December 19
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High net worth Americans are unprepared, research suggests, as risks from issues such as climate disaster and personal liability are growing.
December 18
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In the first edition of a new wealthtech series from Financial Planning, FP Alpha CEO Andrew Altfest talks about the magic number of solutions an advisor should rely on while showing us his stack.
December 18
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The deal displays the growing flexibility LPL is offering financial advisors as part of its ambition to reach the entire wealth management marketplace.
December 18
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From top brokers and broker pay to succession planning, advising for Medicare, ChatGPT and our coverage of the independent space, these are the biggest stories FP published in the last year.
December 17
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A new Cerulli report suggests that one of banks' best opportunities to grow in the coming years is right under their nose, with a client segment they often ignore.
December 15
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The hottest topic in tech over the past 12 months had a major presence in the world of financial services.
December 15
