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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Starting in 2026, the starting age limit for those with significant disabilities to take advantage of these tax-advantaged savings accounts has been raised by 20 years.
January 2
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For advisors who are also voracious readers, it's no surprise the books that most inspired them in their practices this year often focused on ways to improve client relationships and communication.
December 31
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Chuck Roberts, who was banned from the industry in July, continues to rack up customer disputes and big settlement amounts for his former firm.
December 30
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These are the stories and issues that readers gravitated to in the last year.
December 26
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Across the industry, financial advisors are anticipating a busy 2026. From consumer protection cuts to AI regulation, wealth management could look very different a year from now.
December 24
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A former Procter & Gamble engineer spent years honing his message and targeting ads to make a nearly 100% niche clientele.
December 24
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A new survey from DeVoe & Co. suggests a big shift in what RIA firms need today in order to attract potential acquirers. (Hint: It's no longer just superstar advisors.)
December 23
