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 survey found that a majority of investors disagreed with requiring scaling back to semiannual reporting for public companies.
July 1
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Negotiating with hospitals, investing in HSAs early, and having a plan for emergencies are all ways experts said advisors can help clients navigate the complicated health care landscape when clients are in debt.
July 1
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Whether thinking about an RICP, RMA, CPRC, CRPC or another retirement credential, experts say it's important for financial advisors to consider the needs of clients and prospects and their current level of specialization.
June 30
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Future advisors, who are a hot commodity for an industry facing a talent shortage, want face time, mentorship and to work for firms that align with their values.
June 30
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Financial Planning's "Starting an RIA" book contains 30 chapters that help financial advisors from the launch of a firm to successful exits.
June 29
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John Evangelista took inspiration from his mother's financial plight to carve out a niche serving university employees.
June 29
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Financial therapy helps people analyze thoughts, feelings and limiting beliefs surrounding money. Therapists shared what they want advisors to know about approaching client relationships.
June 26
