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.
-
A new Fifth Third social media campaign offers recent college graduates free one-on-one career counseling. The initiative is part of a trend of banks allocating marketing dollars to unusual perks and charitable giving to differentiate their brands.
June 17 -
At SourceMedia's Digital Banking Summit, numerous bankers spoke passionately about the need for financial institutions to create intuitive digital-money experiences.
June 16 -
Wealthy individuals are having a harder time differentiating between advisory firms, according to a new study that expects American households will accumulate nearly $11 trillion in assets over the next five years.
June 15
-
Unbundling fees might clarify the deductibility of your work, but may be tricky for some firms.
June 15 -
The lobby group's proposal calls for more disclosure, but does not mandate all material facts be revealed, or that the client truly grasp the pertinent issues, writes Ron Rhoades.
June 10
-
Education loans accounted for 30% of installment debt for pre-retirees in the 55 to 64 age bracket, according to a LIMRA survey; Plus, 5 signs your clients rely too much on Social Security.
June 9 -
Children still like paper statements, but Mom and Dad's reliance on plastic has meant less loose change ending up in the piggy bank. Mobile banking is hot, but peer-to-peer payments are off to a bit of a slow start.
June 9
