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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"We're not being judged on what other banks are doing. We're being compared to Amazon and Google," says Kraleigh Woodford, managing director at UBS WM USA.
July 11
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The departure of thousands of brokers may free firms to pivot to different business models, an expert says.
July 10
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The future of wealth management melds technology with a human touch, but firms will face challenges.
July 10
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The firm’s equity-trading business head Ted Pick, promoted to lead its division of investment bankers and traders, is one possible successor.
July 10
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If clients file for spousal benefits after reaching their full-retirement age, they can get up to six months’ worth of back benefits, but they have to ask.
July 8
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The change is needed to better align the interests of RIAs and the custodians that serve them.
July 6
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Lessons learned in a combat zone are passed on to clients.
July 6
