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.
-
Investing in virtual tools is a must but planners must also seize this moment to expand practices and deepen existing relationships, writes Broadridge Financial's Michael Alexander.
November 18
Broadridge Financial Solutions -
It’s one of the largest recruiting moves of the year in the independent broker-dealer sector.
November 16
-
While FINRA rules spell out what brokers generally need to determine a client's financial situtation, there can be gray areas, an expert says.
November 16
-
The more out-of-left-field the change, the more profound the lesson learned, our columnist has found in the corporate and individual practice realms.
November 13
Wealth Logic -
The 40-advisor OSJ brings more than double the assets of any other new group unveiled across the IBD network in 2020.
November 11
-
Advisors need a complete picture of the unique defined benefits and compensation a veteran receives.
November 10
American Armed Forces Mutual Aid Association -
Clients should save political beliefs for the polling place and letters to elected representatives; don’t let them cloud your investment decisions, writes financial planner Kimberly Foss.
November 7
Mercer Advisors
