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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Canadian CI Financial, in rebranding its U.S. wealth business, joins several other industry firms that recently played the renaming game.
August 2
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The move comes amid predictions that clients will increasingly base wealth management decisions on online testimonials and ratings.
August 2
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Lisa Opoku follows Julian Salisbury out the door of the Wall Street stalwart.
August 1
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The marketing tech firm is teaming up with a crew of remote video pros to help advisors make videos worth clicking.
July 31
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A New York woman says she can move out of her parents' place or pay off her loans — but not both. Is there a way out?
July 31
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A prominent compliance consultant lists the top reasons firms turn to outside experts for regulatory assistance.
July 31
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The change follows multiple reorganizations of the Wall Street giant's asset management division.
July 31
