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 U.S. Supreme Court just legalized gay marriage nationwide. If same-sex couples get married, they gain access to hundreds of legal and financial benefits.
June 26 -
Jordan Curtis from Mountain America Credit Union focuses on inflation and Social Security for his largely blue-collar client base.
June 26 -
Fraud against elderly clients has risen over the last five years and financial advisors have a critical role to play, according to an AICPA survey.
June 25
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A third of 1,000 online investors surveyed by E-Trade Financial would like to monitor their investments on wearable apps.
June 25
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Access National's four-year-old wealth management subsidiary has grown rapidly and is poised to enter the black. The allure of fee revenues has drawn many community banks into this field amid weak loan growth and tight interest margins.
June 25 -
Schwab must convince the 7,000 advisors who custody with the firm that its new Institutional Intelligent Portfolios automated investment management service is worth implementing.
June 24
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Retirement planning is becoming a bigger priority as the oldest members this "401(k) Generation" turn 50, presenting an opportunity for advisors.
June 24
