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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Once the ink on the marriage license is dry, couples should make a series of moves to protect both themselves and their finances.
March 23
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Hemington Wealth Management's focus on high-earning professional women has helped the firm more than double its AUM in a year and a half. See what these clients really need from advisors.
March 19 -
See the returns, expense ratios and other data for the available domestic dividend growth ETFs -- including three new ETFs based on new indexes from Morningstar, Russell, and S&P Dow Jones.
March 18 -
More workers than ever are staying on the job well into their seventies, which will make the U.S. a "very different place" for the next 30 years; Plus, Why an empty nest can be hazardous to a client's retirement.
March 18 -
Among the wealthiest clients, Fidelity and Vanguard retain their perennial leadership positions in firm perception, but there is room for others to advance their brand, according to a new study on investor sentiment toward insurance and retirement investment product providers.
March 16 -
Household wealth in the U.S. increased from October through December by the most in a year as stock prices advanced to an all-time high at the end of 2014.
March 13 -
A forced convalescence impels a top wealth management executive to practice some fundamental principles that he was usually too busy to perform.
March 13
Carson Group

