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.
-
“You can’t serve the public if your employees are shellshocked,” said one top banker, comments echoed by other institutions dealing with the aftermath of Hurricane Harvey.
September 5
-
IRA balances are up, and so are divorces, particularly among baby boomers. These so-called gray divorces have roughly doubled over the past 25 years, according to the Pew Research Center.
August 31
-
Advisors must be prepared with tax and planning strategies to help when clients fall ill.
August 30
-
The Internal Revenue Service granted additional relief to victims of Hurricane Harvey on Wednesday by making it easier for 401(k)s and other employer-sponsored retirement plans to give loans and hardship distributions to aid victims.
August 30
-
Hurricane Harvey provides a grim reminder of how traumatic it can be to face the effects of severe weather. Here’s how to be effective if it happens to your clients.
August 30
-
One advisor says the fiduciary rule prompted the latest wirehouse exit to an RIA.
August 29
-
The number of annual new SEC registrations has jumped by 150% since 2000.
August 29
