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 GAO report suggests that blanket rules on spousal consent for 401(k) withdrawals could solve "financial infidelity problems — and exacerbate them.
May 5
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The proposal is part of what SEC Chairman Paul Atkins calls his "Make IPOs Great Again" agenda.
May 5
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Still, the number of widows who leave advisors is three times higher than the industry average. It doesn't have to be that bad.
May 1
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When the same buzzwords — "fiduciary," "holistic," "goals-based," "client-driven" — appear on most wealth firms' websites, they do little to help firms stand out in a crowded market, experts say. There are, however, tactics that work.
April 30
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Schwab services 16,000 RIAs with 2,000 different fee structures. According to the industry's largest custodian, the exact costs come down to "a very personalized negotiation" with the firms.
April 29
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For our Know Your Niche series, Steve Mason, with Bank of America's Private Bank, has developed a client base out of horse lovers like himself.
April 29
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Parents who don't effectively communicate estate plans to their children set them up to fail financially, emotionally and relationally.
April 28
Raymond James
