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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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
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Schwab’s new compensation study has some surprises, including where independent advisory firms are hunting for talent and what awarding stock options does for a firm.
February 1
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Major volatility in Bitcoin can fuel anxieties when investors don’t have the right context — and sometimes even when they do.
January 31
Onramp Academy -
Wealth managers are seeking to drive change by equipping brokers with resources to engage historically excluded groups.
January 28
