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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As social investing has broadened its horizons, returns have also improved, says Matt Papazian, CIO of Cardan Capital Partners.
June 9
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Better engagement and smart analytics can "lift revenues significantly," according to the Global Wealth Report.
June 9
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Just one is easier for advisers, but there are good reasons to have two. Here’s how to help clients decide.
June 9
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Here are ways to engage them in more positive thinking when the market gyrates.
June 8
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Choosing where to allocate resources is never easy, but a grid, similar to this one used by Commonwealth’s Joni Youngwirth, can help.
June 8
Commonwealth Financial Network -
Converging movements – fiduciary, technological and demographic – mean new realities for how a planner will act like a professional.
June 7
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Acting as a fiduciary when a client decides whether to put a company’s retirement funds in an IRA involves considering these important variables.
June 6
