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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Financial firms should consider partnering with universities, as well as prioritizing diversity, to recruit top talent in a competitive market.
February 15
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From not saving enough for retirement to racking up too much credit card debt, here's what Americans wish they hadn't done with their money last year.
February 14
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Financial advisors are under pressure to provide guidance on more than just money while trying to maintain client relationships.
February 14
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With so many compliance systems on the market, regulators are likely to look askance at firms that don't embrace them.
February 13
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The largest independent brokerage will move 2,400 financial advisors from seven brokerages onto its platform during a lengthy conversion stretching into 2025.
February 13
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Pivoting from "this company will always be mine" to "I need to find a partner who can help me maintain continuity" is a necessary mindset shift for advisors making continuity plans.
February 13
Mercer Advisors -
Bill Harris, the former CEO of Personal Capital, TurboTax and PayPal published a new edition of his "Investment Tax Guide" with the future of the industry in mind.
February 12
