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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Like lagging retail giants, wealth management firms risk ruin by failing to recognize changing customer expectations or by squandering the opportunity to evolve their business model.
November 15
F2 Strategy -
At least 270 advisors with $11.1 billion in client assets have left NPH firms since the acquisition.
November 14
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If an acquisitive advisory firm doesn’t perform due diligence on the seller’s fee structure, headaches are guaranteed, Michael Kitces writes.
November 14
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Even those who don’t work for Morgan Stanley could find themselves in a Catch-22.
November 14
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After announcing it would exit the Broker Protocol, Morgan Stanley lost advisors managing approximately $7 billion in client assets.
November 13
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Few Americans have coverage today even though most will need it after they turn 65, LIMRA says.
November 13
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What — if anything — should an advisor do if a client is abusing illicit substances?
November 13
