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 deal, which gives Captrust its first office in the Pacific Northwest, reflects the growing power of firms like it on a national level. Here's how it happened.
December 11
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Check out this collection of can't-miss conversations with industry insiders and experts.
December 11
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The retirement-focused wealthtech formerly known as FeeX has more than quadrupled its revenue since its last fundraise announced in February 2022.
December 8
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A new study from Envestnet and The Center for Generational Kinetics looks at the divergent mindsets, concerns and preferences of high earners across generations.
December 8
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The latest M&A tips and news closing out 2023 includes updates on Osaic, Focus, Cetera and Creative Planning and key advice when seeking financing for deals.
December 8
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More working Americans have a health savings account, but many are not using them to their fullest potential.
December 7
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Higher earnings potential but short careers for top-class athletes continue to warrant special attention from planners.
December 6
