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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In her historic year, Kamila Elliott planted many seeds for improving diversity within, access to and awareness of the financial planning profession, but she says it has a long way to go.
November 21
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For several years after the breakdown of a deal to sell a practice for $3.6 million, the parties have been accusing each other of violating the terms.
November 21
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The new employee model, appealing to high net worth advisors, is a step in the independent broker-dealer king's plans to scale up to ultra-high net worth clients.
November 18
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Bento Engine's new wealthtech tool aims to help advisors teach their clients how to pass experience and hindsight to the next generation.
November 18
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Will Wilson brings significant experience to Galway Holdings, including being a former NFL agent and executive familiar with the financial side of sports.
November 18
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Reports and recruiters say that smaller firms, more flexibility and greater diversity are increasingly popular with industry job seekers
November 17
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Leave the pitch deck at the office and treat the prospect like they're already a client, counsels the director of a global sales training company.
November 16
