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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These direct payments are intended to provide direct assistance to American taxpayers who have lost wages, jobs or opportunities because of COVID-19. But there is some fine print.
April 5
Mercer Advisors -
Most planners have navigated major market events before. Others, like me, have not yet seen anything like this in our adult or professional lives.
April 3
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Proponents make them a standing core equity holding, but not all advisors are sold. One calls them "marketing schemes."
April 3
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Market volatility brought on by the coronavirus pandemic may present a great time to invest, as many stocks are being sold at bargain prices.
April 1
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From Roth conversions to QHFDs: The coronavirus pandemic is forcing difficult questions, and clients rightfully are looking for answers that advisors are uniquely suited to provide.
April 1
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With fewer people investing in active strategies and more options to choose from, competition is extremely fierce.
April 1
Synthesis Technology -
The boost in accounts has helped compensate for withdrawals by investors who need cash.
March 31
