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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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
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According to new research, 38% of U.S. adults have confessed to some form of "financial infidelity." Here's what they're fibbing about.
February 17
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Lauryn Williams is tapping into her love of travel and passion for expanding access to advice through getaway trips to beautiful places.
February 17
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The Columbus, Ohio, bank hopes both to reduce costs and increase revenue by consolidating three segments into a single unit. Huntington is particularly focused on building out its wealth management business.
February 16
