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 idea of "value" cards isn't a reinvention of the wheel. But the zen-like philosophy behind the fintech's offering makes it something different.
December 1
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UBS Group Chairman Colm Kelleher said the bank will focus on the very richest US clients, backtracking from a plan to serve a broader segment of affluent customers after it abandoned a deal to buy the robo advisor Wealthfront.
November 30
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One of Magnifi by TIFIN's leaders explains why understanding human intent and having an altruistic mission are the ingredients for an award-winning AI recipe.
November 29
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An association spanning 190,000 investment professionals worldwide has weighed into the thorny debate surrounding trading and technology.
November 28
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Part six of the Cryptocurrency for Advisors series takes a look at how hidden cryptoassets can cause complications in the event of a divorce.
November 28
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As wealth managers prepare to make it rain on wealthtech, here are the kinds of solutions that can take your practice to the next level, and how to choose them successfully.
November 23
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Fifteen of the biggest names in wealth management were ranked on how well their apps and websites accommodate clients.
November 22
