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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Older and younger Gen X clients have very different needs, goals and outlooks. Advisors who treat them as one group risk missing the mark.
September 16
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In a prerecessionary landscape, assets must earn their keep across a range of projected scenarios.
September 16
Mind Money -
Several panels and presentations last week at Future Proof focused on the idea of advisors growing their businesses through offering specialized, family office-style services.
September 15
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As the Fed nears a potential rate cut, bearish sentiment is rising. Here's how to keep pessimistic clients from exiting the market.
September 15
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Citi top executive Jane Fraser is the latest representative of the megabank to publicly express support for Andy Sieg following revelations that he had been the subject of an outside investigation by a law firm.
September 11
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Fewer than 3% of U.S. advisory firms report registrations with foreign regulators, and the meager ranks reflect the difficulty of breaking into international markets.
September 10
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A significant proportion of people are following financial advice given to them by AI models, and many reported losing $100 or more.
September 10
