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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Jack Brod, the chair-elect of the board of directors, plans to heighten enforcement efforts to ensure CFPs are consistently acting as fiduciaries.
July 23
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Whether measuring performance against the market or a client’s own goals, the industry needs accountability.
July 20
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Terminating an advisor/client relationship isn’t solely at the discretion of the client.
July 20
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Six of the top 10 advisor recruits — managing roughly $13.2 billion in client assets — have walked out of the wirehouse so far this year.
July 19
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These mega brokers managed $18 billion in assets at their previous firms.
July 19
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If history is a guide, your clients can stop freaking out about having enough money during their post-work life.
July 19
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Children are immature with money, so one advisor factors that into his approach by doling out the wealth in phases.
July 18
