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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When your client is a foreign national, it pays to find out if the same regulations apply.
April 9
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Planners have a natural incentive to be narrow-minded when it comes to investment opportunities. Sometimes it’s better to look for reasons to selectively say yes.
April 9
Momentum Advisors -
More assets — and teams — are in motion than ever. What's behind the movement?
April 9
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Instead of thinking about fiduciary purely as an obligation or regulation, advisors should envision it as something much bigger: a way of life.
April 6
Financial Planning -
A new survey finds that investors prize full and upfront disclosures about fees and conflicts of interest, but advisors fall short.
April 6
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Planner Greg Phelps, one of the project volunteers, survived the shooting by sprinting across the concert grounds while bullets slugged into the ground.
April 6
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The claims come after internal struggles at the chapter left the boardroom “untenable,” the association says.
April 5
