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.
-
Advisors with asset minimums find themselves rejecting clients arbitrarily and can often feel disconnected from their clients' planning goals.
April 7
-
The Minneapolis-based company plans to leverage the arrangement to draw more attention to its growing list of national business lines, transcending its regional reputation.
April 7
-
A Wells Fargo executive is using her own cancer diagnosis as a wake-up call and teaching case for financial advisors and their clients' estate plans.
April 7
-
Despite ongoing concerns over geopolitics and more, many advisors said they would increase allocations to foreign equities over the next few months.
April 6
-
Most financial advisors and their clients are well aware of the in-progress great wealth transfer. But they also admit they're not ready for it.
April 1
-
Andy Leung's targeted approach to finding clients on LinkedIn is bringing in warm and even hot prospects at high rates as he builds his niche.
March 31
-
Recent studies have shown that clients and prospects want human authenticity, even as AI tools become more prevalent in firms' workflows.
March 31
