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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This group racked up strong returns over a 24-year span of above-median inflation.
June 21
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Even high-net-worth clients are reluctant to discuss LTC planning, a new survey finds.
June 20
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Money market yields were low after the financial crisis — but that's no longer the case. Here's what advisors should do.
June 20
RegentAtlantic -
Despite a national trend of declining volume, a spike in foreclosure activity in these local markets has created a number of hot spots.
June 20
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Every man in the financial services industry should read this article, Nina O’Neal writes.
June 19
Archer Investment Management -
Forty-one percent of client-facing finance workers have had negative experiences that “still keep them up at night,” a Schwab survey finds.
June 19
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One JPMorgan client thought it was “odd and weird” that the advisor called during the Memorial Day holiday, on behalf of Merrill Lynch.
June 19
