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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Planners who lack this vital skill may not provide the best guidance to clients.
June 7
Lightship Wealth Strategies -
Top industry headhunters share their insights on what the evolving landscape has in store for brokers switching firms.
June 6
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The broker, who had been with the bank for 21 years, went independent with backing from Dynasty Financial Partners.
June 6
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These firms reported the highest share of accounts topping $100,000.
June 6
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"They like what we do. They like the capabilities. They like the technology we have," he said of the clients drawn to the bank's wealth management platform.
June 6
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Advisers may think their firm’s credibility stems from a big number. That’s not to say they should misrepresent their assets under management, Michael Kitces writes.
June 5
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Financial planners need to recognize that next gen clients are consumers first, investors second.
June 5
Broadridge
