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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Some planners and therapists are calling for more research into potential applications for methods already being used to treat the symptoms of PTSD.
July 10
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Generative AI won't replace advisors. But when fully integrated, it can erase tech fragmentation and turn insights into action.
July 10
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Many former college athletes will receive large lump sums, and current players face new NIL guidelines that come with large, officially sanctioned payments.
July 9
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Schwab, Fidelity and Pershing are facing growing competition, as the industry strives to do business with financial advisors in as many ways as possible.
July 8
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Panelists on a FINRA arbitration board cited Randy Anderson's claims of age discrimination when questioning UBS's reasons for firing its former broker. Now UBS argues in a court filing that no evidence of discrimination was ever presented.
July 8
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An annual snapshot report tracks the record expansion and changing nature of the growing industry channel fueled by financial advisors and their clients.
July 7
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Earning and maintaining certifications requires a significant time investment. So why do advisors go through the trouble?
July 3
