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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Soon after launching, personal finance celebrity Dave Ramsey's EveryDollar budgeting app skyrocketed into the Apple App Stores top 5 financial apps. But is it because the app is well-designed or because of his celebrity status?
April 2 -
If you want to turn site visitors into clients, here are four things to keep in mind.
April 2
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Professionals like doctors and lawyers often face extra-high debt loads, special needs and an array of tough choices. Here are a few repayment strategies that your clients should consider.
April 1
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As an advisor, you're not necessarily obligated to vote proxies for client portfolios. But you must make sure your policy is articulated clearly. Here are a few things to keep in mind.
March 31
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The pace of RIA dealmaking has leveled off over the last few years, with no increase in the number of deals over the previous year and aggregate AUM acquired ticking up only slightly to $47.4B from $43.7B, according to new data from Schwab Advisor Services.
March 31 -
The overall retirement system in the U.S. works, but a few improvements are necessary as people need guidance on how to grow their savings, experts say; Plus, the steps retirees need to take in order to live comfortably and not outlive their money.
March 30 -
Everybody wants to lose weight, but who's got the time to exercise? The same problem exists in personal finance management.
March 30
