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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The popular industry recruiting and retention barometer provided another window into the challenges facing LPL Financial with its latest major acquisition.
July 16
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The accusations led to the end of 16 years at the firm.
July 15
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Financial advisors have any number of good reasons to seek the best technology and countless firms trying to provide it. Here's how experts say they should start.
July 15
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Take a buyout or risk a later layoff? As more federal employees find their jobs in the crosshairs, financial advisors say they're navigating a complicated and uncertain path forward for their clients.
July 14
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Investors are increasingly turning to generative AI for financial advice, according to a Betterment survey. Advisors say tools like ChatGPT can provide useful information to investors, but they rarely understand a client's whole picture.
July 11
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Some planners and therapists are calling for more research into potential applications for methods already being used to treat the symptoms of PTSD.
July 10
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Generative AI won't replace advisors. But when fully integrated, it can erase tech fragmentation and turn insights into action.
July 10
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