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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Messaging apps aren't going anywhere, and neither are regulators — but done right, compliance can become a competitive advantage.
March 19
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The public has until May 13 to comment on a proposal that would prevent brokers from having to list side hustles like online antiques stores or after-hours bartending gigs.
March 18
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Founder Steven Fox is asking for a flat $18,000 per year from planners to act as their RIA and platform provider to drive changes to fee models across the industry.
March 18
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The question of when (or if) wealth management firms need to hire a chief technology officer depends upon a number of factors, but experts say CTOs can bring vision and leadership.
March 18
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It's still not taking financial advisors' jobs, but the tasks it's taking on in the wealth space are expanding.
March 18
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Not long after announcing a new set of services for high net worth clients, Edward Jones rewards CEO Penny Pennington with a $29 million compensation package.
March 17
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Rather than a book on his investing philosophy, the longtime advisor offers the lessons that have made him "less stupid" over the years.
March 17
