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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Certified financial planners will pay an additional $120 a year for the CFP designation, starting in October. The CFP board said the fee hike will help fund expanded advertising efforts.
April 30
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The firm characterizes the cause examination, a procedure that typically originates from a customer complaint, as a routine matter.
April 30
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Advisor and women in wealth advocate Cary Carbonaro charts her struggle for respect and pay parity after a buyout by a big investment bank.
April 30
Ashton Thomas -
Financial planners who take their customers through a difficult calculation can add a lot of value that may sometimes get overlooked in the profession, one expert said.
April 29
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Experts say it's not just about cold, hard numbers. Knowing client expectations can also make or break any potential deal.
April 29
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A judge found that the alleged victims of a scam run by a now-disgraced representative of Oppenheimer furnished no evidence of having direct ties to the firm.
April 28
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A disjointed response, a lack of an agreed definition and unreliable statistics on losses hinder antifraud efforts by the government and industry, the GAO says.
April 25
