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.
-
So-called pig butchering schemes, in which victims are tricked into sending money to scammers, are on the rise.
July 30
-
The question looms especially large for startups breaking into the field, but there are no straightforward answers. Here's a guide for financial advisors.
July 29
-
Women are gaining trillions in assets every year. Advisors who want to be recommended by women clients to other women to manage it should learn what not to say.
July 29
-
A rise in gray divorce presents distinct planning challenges for advisors. A majority of married Americans say that a divorce would derail their retirement plan, a new Allianz Life study found.
July 25
-
SmartAsset launched a basic calculator to explain the benefits of comprehensive planning in dollar terms that any prospect could understand quickly.
July 25
-
Around 10% of advisors anticipate transitioning their practice this year, either through consolidation or individual decisions to move firms, according to a new Cerulli study.
July 25
-
A practice model based on "psychophysiological finance" could lead the profession away from advice that only increases clients' money anxiety, the authors write.
July 24
