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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SmartAsset launched a basic calculator to explain the benefits of comprehensive planning in dollar terms that any prospect could understand quickly.
July 25
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Around 10% of advisors anticipate transitioning their practice this year, either through consolidation or individual decisions to move firms, according to a new Cerulli study.
July 25
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A practice model based on "psychophysiological finance" could lead the profession away from advice that only increases clients' money anxiety, the authors write.
July 24
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Working with disabled clients is more than setting up ABLE accounts and special needs trust. It's also important to know how to communicate with them.
July 24
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A new federal student loan borrowing limit could push more students seeking advanced degrees into costly private debt, according to financial advisors.
July 23
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For many family offices, the bulk of services they provide takes a backseat to one specific goal: preserving wealth for their clients' heirs.
July 23
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A new estate planning solution from Carefull, a financial services platform for seniors and their families, seeks to automatically sync important financial information for estate planning.
July 22
