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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A sale of the business bought four years ago would undo another part of CEO David Solomon's ill-fated move into managing money for a wider array of clients.
August 21 -
It's not about working longer hours, living in an urban area or being older.
August 18 -
A new iCapital study looks at the pain points and opportunities presented by weaving alts into client portfolios as individual access increases.
August 18 -
Advisors who want to close the racial wealth gap must encourage Black and Hispanic clients to have estate plans, a new research brief says.
August 17 -
Companies as diverse as UPS, Fed Ex and AT&T are learning how environmental and social issues can affect their bottom lines.
August 17 -
Caregiving will touch the lives of many wealth management clients, but its financial and emotional costs can overwhelm. Here's how advisors can help.
August 16 -
Here's how advisors can help fix the gender gap in investing — and position themselves to win business from women, as their wealth grows.
August 15








