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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Bloomberg reports that Citi has enlisted a law firm to look into complaints about Andy Sieg's behavior to current and former colleagues, including former private banking head Ida Liu.
August 20
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Only about 4% to 6% of advisors switch firms in a given year, for any number of reasons. Here's how growing advisory teams add to their ranks.
August 19
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Plus, how can a firm integrate and use AI tools compliantly? Experts discussed that and more at Financial Planning's recent Virtual Summit.
August 19
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Today's bereaved women clients expect respect, empathy and real connection from wealth managers as the great wealth transfer unfolds.
August 19
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Experts say that letting agentic AI complete rote tasks will leave advisors more time to connect with the clients they serve.
August 14
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Financial advisors can multiply their reach, the value of their business and their client services by tapping new employees. Finding the right fit is a careful dance.
August 14
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Advisor pay policies are often notoriously complicated affairs. LPL is seeking to simplify it all with a new AI offering that promises to bring "clarity and intelligence to every payout."
August 14
