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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To give great guidance to clients, focus on removing noise and bias rather than trying to be all things to all clients.
July 20
Savant Capital Management -
What used to be a complex and expensive barrier to entry for independent RIAs has now become much simpler and cheaper.
July 19
Ritholtz Wealth Management -
The partnership marks the third deal since a major private equity investment in April.
July 19
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Critical criteria that can raise the market price of an advisers' book.
July 19
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Firms must offer them to tap new talent amid the industry’s succession problems, the custodian says.
July 18
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The two advisers bolted in a quarter that saw their ex-firm lose 130 advisers.
July 17
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Marketing and sales strategies are better received when firms provide information advisers are actually seeking.
July 17
Sondhelm Partners
