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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From Russian oligarchs to industrial tycoons, Monaco is a rich hunting ground for the Wall Street bank
February 16
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The shareholder, Engine Capital, is seeking support for former LPL executive Andy Kalbaugh and two other nominees to the board of Blucora.
February 14
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A full 98% of texts get read, as opposed to 25% open rate for emails.
February 9
Snappy Kraken -
Deutsche Bank promoted Charlie Burrows to oversee the expansion of the bank’s wealth management unit across the southeastern U.S., as the German lender builds out its business of catering to the ultrarich.
February 8
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This elite group of young regional employee representatives collectively generate more than $87 million in annual revenue.
February 2
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This elite group of young wirehouse and regional employee representatives collectively generate more than $200 million in annual revenue.
February 1
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David Li of J.P. Morgan Wealth Management began learning the profession out of necessity at a young age.
February 1
