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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Signs point to yes, say our columnists, who note that COVID-19 pandemic conditions have proved a boon to the firms and M&A activity.
December 3
Allworth Financial -
Intercontinental Wealth Advisors this week announced a partnership and sponsorship with UTSA standout Rashad Wisdom. But his connection with the firm is much deeper than that.
December 2
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SBA lenders remain the most common source of capital, but there is a conventional and increasingly popular option.
December 2
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New data demonstrates how corporate valuations fall as greenhouse gas emissions rise.
December 1
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He retired from Morgan Staley in 2019 and was once thought to be a candidate for that company's CEO position.
November 22
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The scholar, activist and author discussed antiracism and its implications for the financial services industry to close the 2021 CFP Board Center for Financial Planning Diversity Summit and Career Fair.
November 19
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Planners can play a direct role by standing up for colleagues and clients who are women or minorities.
November 18
