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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With college costs soaring, clients may want to help pay for a family member's education. Watch for these trouble spots.
April 23
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Advisors who are helping clients prepare themselves financially for retirement are only doing part of the job needed.
April 23 -
"We're betting on financial advisors and personalized financial advice delivered by people," says RJFS President Scott Curtis.
April 22 -
Psychological experiments at the University of Georgia offer a pair of clear takeaways for advisors facing prospects.
April 22 -
Changes in both demographics and tax laws require a massive rethinking of estate planning strategies. Here are a few of the minefields that planners should avoid.
April 21 -
Striking a balance between the emerging and traditional realms of investing is where Motif Investing sees its niche, says its co-founder and CEO Hardeep Walia.
April 21
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Nearly 60% of retirees started collecting Social Security before they reached full retirement age, reducing benefits by as much as 30%, according to a survey.
April 17
