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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Eighty-nine percent of millennials and 59% of Gen Xers say they are open to their advisors following them on social media platforms.
April 12
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Advisors are ensuring that multibillion dollar estates go exactly where HNW clients want them to go.
April 12
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The industry's success hinges on listening to female clients, says Shelley O’Connor, co-head of wealth management at Morgan Stanley.
April 11
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Firms need to consider new "fraud mitigation strategies," according to a new study.
April 11
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PR campaigns won’t be enough to salvage the bank’s reputation after a series of scandals. Instead, it should look into adopting a new name, among other crucial steps.
April 10
K.H. Thomas Associates -
The Swiss bank’s managing director says the wealth management industry is ignoring what matters most — the client experience.
April 10
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The 7,500-advisor network agreed to buy certain assets of Foresters Financial’s U.S. BD and RIA.
April 10
