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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As Columbia Threadneedle’s head of North America marketing, Leslie Walstrom is focused on elevating the division beyond the traditional sales support.
May 3
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The first of her family to work in financial services, Dina Santoro leads the strategic product and marketing agenda for Voya Investment Management.
May 3
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The fast-growing Chicago firm now nearly $4 billion in AUM.
May 3
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The new recruits signed on with the firm’s independent and employee broker-dealer units.
May 2
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The No. 1 IBD also nominated a new board member and tapped key executives for advisor support and government relations.
May 1
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Without advisor buy-in, scale can't be achieved, the tech executive says.
May 1
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A 67-year-old wife collecting spousal benefits will be better off waiting until 70 before shifting to her own retirement benefit if she remains healthy, according to this Q&A article.
April 30
