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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A solid sixth man for the Milwaukee Bucks built his family's wealth after his playing days. Here's what financial advisors and investors can learn from his example.
February 18
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Default assumptions based on nonexistent children can lead to overaccumulation and unnecessarily delayed retirement.
February 18
Childfree Trust -
Donor-advised funds should be temporary vessels, not permanent endowments. Here's how financial advisors can keep them from becoming philanthropic dead ends.
February 13
Building Impact Partners -
Rich Guerrini said the bank plans to expand its advisor ranks by about 50% as it targets mass affluent and other new clients with personalized branch-based service.
February 12
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The positive association between the largest certification in the planning profession and key client outcomes is adding to a growing field of research on the value of advice.
February 12
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Having potential spouses on the same page regarding money before taking their vows can help stave off hurt feelings later.
February 12
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Uncomfortable money questions can become routine when advisors help client couples foster regular, open communication.
February 11
