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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Divorce is going up for older couples, who make up the majority of clients in wealth management. Experts from across the industry share how to help.
August 6
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Artificial intelligence has come a long way. But when it comes to financial advice, studies show clients still prefer the human touch.
August 5
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Matchmaking services offer the promise of lead generation without the hassle of cold calling. But do they deliver?
August 4
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Only 15% of respondents reported seeking financial advice from a financial advisor.
August 3
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Client milestones don't take a vacation — and neither does the demand for sound financial advice.
August 3
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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
