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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The pace of natural disasters seems to be accelerating, prompting taxpayers and preparers to search for ways to deduct catastrophic losses.
February 19
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Up from $26 million in 2023, Jane Fraser's compensation last year saw the largest increase so far among heads of big U.S. banks.
February 19
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Advisors reported that the speed with which President Trump seeks to remake Washington in the first few weeks of his second term also had clients on edge.
February 18
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Every statistic relies on a series of assumptions and other factors. However, quantitative and qualitative responses are still important for prospective customers.
February 14
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Financial planners don't need to be real estate experts to provide meaningful guidance to home-selling clients while demonstrating the value of holistic advice.
February 13
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A series of proposals by the Competency Standards Commission could allow up to 10 continuing education (CE) hours to be earned through pro bono service at a ratio of three hours of pro bono service per one hour of CE.
February 12
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Citi's head of wealth said the firm is already working with a quarter of the billionaires in the world through its private bank. Now it just needs them to entrust it with managing more of their money.
February 12
