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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Berger Financial Group plans to more than double its footprint and staff, and Investcorp is looking at more opportunities beyond supporting Berger in the "untapped" wealth space.
August 7
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As AI tools take over more of the research, drafting and prep work that once taught new advisors the job, firms are racing to figure out what should replace it.
August 7
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From showing up authentically to understanding oxytocin, a session at this week's CAAFP held by The American College of Financial Services called into question some traditional industry approaches to planning.
August 6
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The American College of Financial Services is launching a certification program to train financial professionals on the ins and outs of donor-advised funds.
August 6
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Speakers at The American College of Financial Services' CAAFP like investing legend John Rogers shed light on how people fuel long-term success in the industry.
August 5
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Where do automated workflows end and advisor-owned outcomes begin? RIAs need to get the answer in writing before their tech stack goes live.
August 5
Lead-Lag Media -
Two presentations at The American College of Financial Services' CAAFP discussed how successful careers in the industry require both technical and emotional skills.
August 4
