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.
-
This generation of SRI managers will vanquish greenwashing and help slow-footed government achieve crucial environmental objectives, James Katz writes.
May 3
Humankind Investments -
Despite a competitive fight among wealth managers for advisors, clients and industry AUM rankings, most practices are very small businesses — and some advisors want them to stay that way.
April 30 -
The policy issues grow more urgent every year, but lawmakers haven’t passed any significant legislation for nearly 4 decades.
April 29 -
If employees are a company’s greatest assets, then children are a person’s greatest treasure.
April 28
John Jay College -
An equity investment plan can help clients get over timing decisions, writes Don Bennyhoff.
April 28
Portfolio Solutions -
Profits slumped last year and many investors are now voicing their displeasure with the compensation awarded to senior leaders. A nonbinding “say on pay” vote taken Tuesday passed narrowly, but Chairman Charles Noski indicated that the board will take the results into account when designing future pay packages.
April 27 -
Biden’s proposal to raise capital gains taxes on investments profits would hit many business owners, not just ultra-wealthy investors.
April 27






