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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The Reverence Capital Partners-backed firm will add 1,450 financial advisors and $108 billion in client assets upon the expected close next year.
December 14
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The deal follows several others in the past 12 months and reflects growing demand for retirement plan services to small businesses, Edelman said.
December 14
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There are gaps to be filled, granted, but tech is transforming the industry and upping the quality of financial advice and the how it's delivered, write wealthtech leaders Andrew Altfest, Philipp Hecker and Nathan Stevenson.
December 14
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Younger clients need help managing multiple competing goals and remembering to save for their golden years, a study shows.
December 13
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Recruiters see the banking giant's offering as central to its bid to retain top teams and prevent them from going independent.
December 13
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Writer Rich Lippman spotted a hole in the marketplace: There was no fun take on how to make an estate plan. His new book aims to fill that void.
December 13
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Williams, a former Chicago Bulls basketball player who was the second overall pick in the 2002 NBA draft, co-founded Simatree, a strategic advisory firm focused on data, analytics and technology consultation.
December 13
