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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Liquid assets have often ended up at big banks or in sweep programs, which look much less attractive for clients' yields every time the Fed raises interest rates.
February 22
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Plus, the best robos for first-timers and low cost or complex planning.
February 22
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TD Bank estimates it hands out 20 million pens every year. Huntington is getting close to offering its 80 millionth pen. It's a way to get a bank's brand to travel with customers across the globe, but is it worth it?
February 21
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The regional firm said it was offering Instagram Professional to advisors and would roll out YouTube and Spotify podcasting programs later this year to help with client acquisition and retention.
February 21
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Sequoia Financial Group is one of many buyers tapping into the opportunity, to the tune of more than tripling its size in less than three years.
February 21
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The only sure thing about a financial plan is that it's wrong; we just don't know how it's wrong yet — and that's OK.
February 17
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Cerulli Associates says in a new study that affluent families need to do a much better job of preparing their heirs to inherit a legacy.
February 17
