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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The bank says it has restored access, but it hasn’t explained how a fire-suppression system at one facility could cause a nationwide outage across all of its channels, or how its system as a whole could have been left so vulnerable to the incident.
February 8
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Securities Service Network is pitching advisors on its tax offerings, access to management and parent-firm resources.
February 8
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Bringing on new employees can spur growth, but can also complicate compensation structures.
February 8
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Mortgage rates fell to their lowest level in 10 months, bringing good news for house hunters as spring's home buying season approaches, according to Freddie Mac.
February 8
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Nine banks agreed to be sold to credit unions last year. Some industry observers believe that number could double this year.
February 8
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Advisors cheered when Tim Hockey told them that growth in the retail channel would not come at the expense of its institutional network.
February 7
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The industry's largest acquisition in more than a decade will create the sixth-biggest bank in the country, with assets of more than $442 billion.
February 7
