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.
-
Used as directed, superbots are particularly well suited to the needs of financial advisory firms, argues the founder and CEO of TIFIN.
September 7
TIFIN -
Advisors weigh in on how to help clients with the financial side of tying the knot — from prenups to budgeting for the big day.
September 6
-
Labor Day Weekend saw more than 7,000 advisory firms and millions of clients make the move from "green" to "blue."
September 5
-
Taylor Swift's impressive financial and career success hold many lessons for financial advisors, whose ranks include her own father.
September 5
-
Eric Rodriguez is a financial advisor, a volunteer, a mentor, an author, a philanthropist, a father and a husband. He's also something else: a Rising Star.
September 5
-
Competition was stiff among this year's nominees, with nearly 150 submissions from across the industry.
September 5
-
New recruit hired to lead West Coast family office business.
September 1
