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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Signs of potential cognitive decline among elderly clients warrant immediate and concrete action from advisors.
May 18
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Forget about their growing accounts -- that's just one of the reasons Gen Y is a wothy crowd to pursue, say young planners who target this market.
May 18 -
"Clients balk at giving even a close relative a POA that is immediately effective, (but) really, if you are going to trust someone with your finances when you’re incapacitated, you should be able to trust them when you know what’s going on."
May 15
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Investigating potential elder abuse can be tricky, particularly when dealing with a long-time client who might be suffering from cognitive impairment.
May 15
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Federal and state examiners still see compliance failures when advisors take to social media to promote their practice.
May 14 -
Individuals don't need to talk to an insurance provider about long-term care, they need to talk to a financial advisor.
May 14 -
Gen X has more money than the younger millennial cohort -- but it has the same cultural disconnect with advisors. Advisors should start worrying.
May 14
