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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Some say conversations about race have no place in the workplace. We disagree.
June 29
Momentum Advisors -
A new book could help advisors better grasp the difficulty with the topic of money among underserved client groups.
June 25
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After logging 27 years at the firm, the advisor is starting his “next 25-year chapter” as an independent.
June 24
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LPL has reeled in about half of the reps changing their BDs so far this year, but the full RIA channel is also reaping big gains. Plus, other news in the indie space.
June 24
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The firm employs just short of 70,000 people in 50 countries and had 80% of its worldwide staff at home during the height of the pandemic
June 23
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The judges sought innovations that would make a lasting impact on the business of financial advice. We found them.
June 22
BNY Mellon/Pershing -
The rush of newbie investors into the brokerage app has sparked controversy over how big its influence is over markets.
June 19
