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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Why Robert Netzly quit his job and turned to the good book to wage a conservate war on ESG
September 21
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Policies would require internal inspections of home offices once every three years and set up a pilot program to test remote reviews.
September 20
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The megabank rolled out new and expanded employee diversity targets that it aims to meet by 2025. The goals include placing more Hispanics in leadership roles and boosting the number of LGBTQ+ members the company hires from colleges and universities.
September 20
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Three specialists, including Prof. Meir Statman, a leading scholar, take a deep dive into the field's applicability to financial advisors.
September 19
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Today's consumers expect a user-friendly experience from almost every app or website. But there's one area where they're not getting it: retirement.
September 16
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The contracts can shield one spouse from another's debt and spell out what happens when one party earns more than the other.
September 15
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Providing for a disabled descendant is a highly complex challenge, and botching it can have tragic results. Here's how advisors can help clients thread the needle.
September 14
