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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Three years into the pandemic, most financial advisors work at least partly from home. How has that changed their business?
February 13
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The current share of 84% of the industry's holdings at Charles Schwab, Fidelity, Pershing and LPL may not stay so big forever, according to Cerulli Associates.
February 13
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The fintech veteran said the role of the advisors has changed in a big way, and he wants to be a part of the evolution.
February 13
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Gatekeepers say successful wealth managers have to fit a specific mold. But four women leading the way in financial services have seen the framework broken time and time again.
February 10
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Many Americans who postpone retirement say it's because they like working and staying active. But as a new study shows, they may just not have enough savings.
February 10
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James Lee says title protection for advisors would be a huge step toward making financial planning 'the most important authentic profession of the 21st century.'
February 10
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The director of business development for Snappy Kraken's Convos text service hit the beach to help advisors and clients get closer.
February 10
