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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There are only two ways to transfer IRA assets tax free in a divorce proceeding.
May 15
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It's time to face the music: RIAs expect 41% of their clients will be Gen-Xers or millennials in five years, according to a TD Ameritrade advisor sentiment study.
May 14
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Mixing business and friendship can lead to stronger relationships, but only if you proceed with care.
May 14
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The Elite Eight may be able to provide immediate diversification across more than one asset class.
May 11
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Success in financial planning comes down to just three things, says our contributor in his final column. Goal setting is just one.
May 11
Savant Capital Management -
When the CFP Board surveyed members on the stark lack of diversity in the profession, opinions on the root causes of the problem were split along racial lines.
May 11
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This debt “can hurt their ability to take on long-term financial planning because they are concerned with reaching a zero point,” says one therapist.
May 11
