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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Wells Fargo joins Bank of America, Citi and Charles Schwab in stepping away from its DEI policies.
February 27
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Crafting stable long-term financial plans for self-employed workers with unstable incomes poses unique challenges for clients and their advisors.
February 27
Dear Lakesha -
Citi CEO Fraser announces the end of the diversity, equity and inclusion initiatives it had started a mere three years before.
February 26
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The Great Wealth Transfer is on the horizon, but most advisors say they have only limited interactions with the children of clients.
February 25
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The Immersion conference seeks to boost the number of planners using alternatives to the traditional AUM fees one advisory practice — and attendee — at a time.
February 25
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The best charitable-giving strategy for a client depends on several factors, including the amount in the fund and how involved the client wants to be.
February 25
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Last year set a record for mergers and acquisitions among advisory firms. Industry experts expect more of the same in 2025, driven by a desire for client and asset growth.
February 24
