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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Policy owners who take out loans may need a rescue — but not all life preservers are created equal.
January 6
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The planner, joining from Robertson Stephens, also has worked for UBS and Merrill Lynch.
January 6
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Succession planning is thwarted by most bankers' high-handed attitude that they own the client relationship. Realities on the ground are more nuanced.
January 4
Employee Benefit News and Employee Benefit Adviser -
The bank implemented the program to compensate advisers as they transition their books to other advisers, while ensuring that their clients are left in good hands.
January 4
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Advisers at a bank may have to shift to another channel for a few years before retirement, says contributor Rick Rummage.
January 4
Rummage Group -
When advisers quit, banks lose revenue even when they hire replacements. The present value of that lost revenue averaged $2 million, according to a study by Kehrer Bielan.
January 4
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The executive suite transition has been years in the making.
January 3
