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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From heightened competition to the potential for more M&A, here’s what the coming years will hold for planners.
November 29
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From IRAs fully invested in gold to an ostrich farm, we asked planners about the most unusual investments they've seen.
November 28
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Timing is everything. Are you prepared with planning advice for each stage of life?
November 28
Jefferson National -
By offering specialized tax planning and retirement tools, this software has carved out a niche for itself for advisories with clients who have less than $2 million in liquid assets.
November 28
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It's time consuming and can cost an adviser thousands of dollars, but some swear by the long-term benefits.
November 27
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How advisers focus too much on investments.
November 23
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How advisers focus too much on investments.
November 23
