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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While COVID damaged the economy, it also created a widening pool of super wealthy investors.
September 24
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Whether it’s picking a securities attorney or finding a partner that can provide the service and support you need to transition, due diligence is key.
September 23
Commonwealth Financial Network -
Results published Monday show that 46% of White people are working with professionals to plan their finances, while 38% of African Americans, 36% of Asian respondents and 44% of Hispanic people are doing the same.
September 21
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The XY Planning Network of fee-only advisors and investment advisor Michael Kitces say consumers are being deceived when brokers use labels like “wealth manager” and “financial advisor.”
September 20
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New products constructed on more stringent ESG criteria than the so-called greenwashers often can’t be accessed through large wealth managers.
September 17
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The slow pace of IT innovation leaves little room for advisors to Apple-ize client-facing functions — and they’re losing business because of it.
September 15
Broadridge Financial Solutions -
Kuttin Wealth Management is four years into an ambitious strategy to build offices nationwide using the model of its founder’s practice.
September 14
