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.
-
The bank will pay $290 million over allegations that it didn't do enough to stop disgraced financier.
June 12
-
The former relationship manager has pleaded not guilty to allegations he blew money from client accounts on bad stock bets.
June 9
-
As financial professionals seek more ways to connect with their colleagues online, experts say the benefits of doing so are plentiful.
June 9
-
Hearsay's sixth annual Social Selling Content Study says original content, financial education and news are the posts that are making an impact in 2023.
June 8
-
A fiscally savvy population serves planners' self interests while making the world a happier, more prosperous place, Michael Nathanson argues.
June 8
The Colony Group -
The former advisor faces as many as 10 years in prison for stealing roughly $1.7 million from relatives' brokerage accounts to pay for trips, cruises and other personal expenses.
June 8
-
Plus, ChatGPT managed portfolios and Smarsh gets a new CTO.
June 7
