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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ACG, the founding practice of a midsize firm, will keep some ties in place as it seeks further expansion under one of the most active acquirers in wealth management.
November 3
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Pinto has taken a more active role overseeing operations firm-wide after being named co-president and co-COO in 2018.
November 1
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As independent wealth managers pitch potential recruits on their scale, the IBD network built tools and hired “growth officers” to work with practices.
November 1
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Citigroup will require all U.S. employees be vaccinated against COVID-19 as a condition of their employment, citing new orders from President Biden.
October 28
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The trade group launched the program in April, offering advisors and their teams and families coverage “at a fraction of the cost.”
October 27
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Bitcoin may be an expectation for some clients, but they're likely to be more angry if it goes bust than happy about gains.
October 27
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Gina Haspel headlines a bevy of former government officials and financial leaders forming the advisory team.
October 25
