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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One study uncovered interesting findings on market saturation, while another shed light on the regional trends shaping M&A deals.
August 6
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Social media and other digital technologies have fundamentally altered the process and, experts say, often distract financial advisors from the most successful methods.
August 5
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A proposed "model rule" would give state regulators laws they could adopt to bring their marketing regulations for investment advisors in line with the SEC's.
August 5
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Being a financial advisor with ADHD comes with challenges. But it can also lead to positive change.
August 5
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Valuation experts caution that advisors selling their businesses put too much weight on EBITDA multiples and overlook many factors that can reduce the value of a deal.
August 4
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AFE Private Wealth's upcoming move to a larger office will launch what its partners say is a separate but symbiotic pairing with an exclusive gathering place.
August 4
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What was once largely a source of referrals for outside professionals is moving in-house for financial advisors in many cases. Here are some examples.
August 1
