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 industry experts worry too much indexing is leading to a lack of price discovery and poor corporate governance.
May 9
Wealth Logic -
One of the most important aspects of any advisor-client relationship is how culture affects their conversations, experts say.
May 9
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IPOs from companies valued at more than $1 billion have attracted significant media attention.
May 9
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The aggregator introduces banking services and says it will continue to acquire new firms.
May 9
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Advisors who aren’t putting in the work to attract the next generation are taking a risk.
May 9
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After a decade-long bull market in U.S. stocks, rebalancing into international equities may make sense for some clients.
May 9
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The value advisors provide has not been historically aligned with the price clients pay. That’s changing, says the Facet Wealth CEO.
May 8
