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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Ultrahigh net worth families often use extended networks of professionals and advisors — which is precisely what makes their financial data uniquely vulnerable.
January 28
Whittier Trust -
They give advisors an opening into deeper conversations with clients, while their clients can express the larger vision behind their hopes for the future.
January 27
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Citi also announced it had hired Christian Zeinler from UBS to be the head of strategy for Citi Wealth and head of business execution for the private bank.
January 27
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Last year saw the biggest U.S. bank break its own record for profitability.
January 24
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New chief executive Tony Miller has served as president of the large regional brokerage firm since 2023.
January 24
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With 37% of financial advisors expecting to retire within the next decade, rookies are still failing at a 70% clip within their first five years, according to a new Cerulli study.
January 24
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Lack of freedom and limited investment choices may be driving advisors at broker-dealers to leave their firms this year.
January 23
