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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Around three in five women breadwinners said financial professionals have wrongly assumed their partner is the primary earner, according to a new UBS report.
July 5
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As deal volumes pick back up from the lower numbers late last year, a lawyer advising sellers says that negotiations are getting longer and more complex.
July 5
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J.D. Power's latest study used a different scaling method that brought down scores across the industry among 15 major firms examined in the firm's annual poll.
July 5
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As cyber attacks continue to trend upward, industry experts explain that a strong digital defense starts with asking the right questions. And then asking them again.
July 5
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Citizens made waves with its hires of around 50 private banking staff from First Republic. The head of wealth management at Citizens shared what's next.
July 3
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Just over a year after taking over from a 50-year veteran founder, he shared how the firm views its role in asset management, custodial services and technology.
July 3
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The oldest segment of the U.S. population is rapidly growing, creating both opportunities and challenges for financial advisors.
June 30
