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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Recent lawsuits highlight the unpredictable nature of litigation in a post-Broker Protocol world.
June 13
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Judging by day one on social media, you’d think the new Truist brand was a flop. But marketing and branding experts say the name has a lot going for it. What matters most will be how the two banks advocate for the name.
June 12
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The firm said this is the first of several new teams it plans to add this summer.
June 12
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The combined company will be known as Truist, which plays off “trust,” a word the banks’ original names had in common.
June 12
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Each of these funds has its own way of adding high-octane assets into clients' portfolios.
June 12
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"The more objective you can make things, the better it will be," an expert says.
June 10
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The No. 1 IBD aims to triple its potential target market reach, in part by adapting some aspects of employee services to independence.
June 7
