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.
-
Panelists at the ADVISE AI conference said document processing has never been more efficient with the help of AI tools. But that doesn't mean there aren't challenges along the way.
November 3
-
Scott Posner, who's in charge of advisor and institutional recruitment as LPL's business development head, on why LPL leads in advisor "capture" at a time when fewer teams are switching firms.
November 3
-
Middle-class Americans say paying off debt is their top financial priority. Financial advisors say a fixation on paying down debt can hurt in the long run.
November 3
-
A Financial Planning survey of 250 advisors reveals the top AI features they're still waiting for — from workflow automation to compliance support.
October 30
-
AI is being used not only to locate prospects, but also to help advisors show their value on the way to signing a new client.
October 30
-
Speakers on an "AI & Compliance" panel at Financial Planning's ADVISE AI conference say advisors can use existing basic compliance principles to make sure their AI use doesn't step on any regulatory landmines.
October 29
-
The Oasis Group CEO and founder John O'Connell dazzled his audience at ADVISE AI by showing how artificial intelligence can shave hours off the production of plans, stock analyses, even web pages. But at least one advisor remains skeptical.
October 29
