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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Fourth-quarter volatility wrought negative year-over-year results for two-thirds of firms in J.D. Power’s annual survey.
March 14 -
From New York to Seattle, here's a look at cities with the best client purchasing power for the competitive spring home sales market.
March 13 -
The 12-advisor practice serves clients in a group often neglected by the industry, its managing directors say.
March 13 -
It took less than six months to hammer out the biggest bank merger in more than a decade, and the price was one of the last things discussed, according to a new federal filing.
March 12 -
Gauging the valuation of your business is a way of knowing the overall health of the firm. It can be a humbling process.
March 12
Carson Wealth -
An example of outdated industry practices, says the chief product officer, is how some brokers still need a canceled check from a client to transfer money.
March 12 -








