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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Concurrent is having its best recruiting year ever, and the firm’s new managing director of business development aims to boost its expansion even more.
August 26 -
The longtime director of investor protection at the Consumer Federation of America could signal an overhaul of Reg BI under the Biden administration.
August 25 -
Despite smaller growth amid the coronavirus last year, FP’s 36th annual survey revealed the significant level of business raked in by 46 wealth managers.
August 23 -
The delicate balance between the No. 1 IBD and its ‘critical clients’ is evolving as the industry changes.
August 23 -
(Bloomberg Opinion) — More than 100,000 people who used to work or live in New York State have received notices from the tax department questioning them about their whereabouts last year and asking why they paid less to the state than they have in years past.
August 19 -
Nicholas Spagnoletti, 52, had “images and videos depicting the sexual exploitation and/or abuse of a minor” on his phone, investigators say.
August 13 -
71 companies participate in corporate bonds issued by private prison firms, Adasina Social Capital found.
August 12






