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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Mark Evans has been creating financial planning software for more than 30 years. Here's what his next offering is about.
February 8
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A new baby costs a lot of money, but advisors say there are essential steps to help couples prepare financially for the life-changing event.
February 7
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An online education service launched by financial advisor George Acheampong is teaching its 2,300 members about private investments.
February 7
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Gifting assets can be a tricky process, especially for wealthier clients. With Valentine's Day around the corner, here are five tips on getting it right.
February 6
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A pair of Laidlaw & Company brokers will have to pay nearly $150,000 in restitution and fines for failing to put their clients' interests ahead of their own.
February 6
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The fintech founder is extending an entrepreneurial hotstreak that started with milk and cookies in college.
February 6
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Used correctly, wealth management technology has the potential to improve the experience for clients and advisors alike.
February 3
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