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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Don't let momentum for an asset class in either direction overtake logic.
September 7
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Advisors must contend not only with the emotional and psychological issues facing their clients. They must also navigate complex family relationships, while juggling a slew of financial challenges that don't always have easy fixes.
September 6
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More than half of retirees said they were not at all interested in longevity insurance, according to a recent survey. Surprised? Take a look at some of the other results.
September 6
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If retirement is abstract to clients, ask specific questions to make it more real to them, such as: “Where will you be living? What does your house look like? What are you doing?"
September 6
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These firms may actually be the worst positioned to capitalize on the robo trend, Michael Kitces writes.
September 6
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The big custodian chose a 35-year company veteran to take over the long-vacant position.
September 5
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Regional brokerages and firms that assist breakaway advisors have been picking off top talent at the wirehouses.
September 5
