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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In an industry where women are still heavily underrepresented, here's what firms can do to attract and retain female talent.
July 28
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Northwestern Mutual's Planning & Progress Study reveals Americans with an advisor are much more confident about their financial futureS, yet only 37% work with one.
July 28
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Anna N'Jie-Konte discusses how advisors can grow their business by offering customized services to student loan borrowers and their families.
July 27
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Plus, portfolio construction upgrades from iCapital, an AI advisor platform from Savvy and two new leaders at eMoney.
July 27
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Full discretionary power over a HNW client's investments can be a negative without a clear view of all their financial commitments.
July 27
Aquilance -
As money matters continue to create stress for American families, advisors are finding the rewards of giving free advice to those who need it most but typically can't afford it.
July 26
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Serving over half of America's billionaires wasn't enough for the country's largest bank.
July 26
