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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The CFP Board has released two new advertisements for its public awareness campaign -- but is the message clear enough?
February 23 -
Understand the importance of fostering trust in client and professional relationships in order to create a stronger business.
February 19 -
The Minnesota Society of Certified Public Accountants recently surveyed its CPA members in public accounting on the most outrageous tax deductions clients tried to take on their tax returns. Their responses included everything from pets and weddings to cars impounded by the police.
February 19
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A U.S. probe into how Morgan Stanley client information ended up for sale on the Internet is examining whether a financial advisor was targeted by hackers after he took data from the bank, two people briefed on the inquiry said.
February 19 -
Many advisors are failing to communicate the best strategies to clients. Here are some common trouble spots you should steer clear of.
February 17 -
This tax season is particularly bitter for gays and lesbians who live in states that still don't recognize same-sex marriage.
February 17 -
During an interview with CNBC on the floor of the New York Stock Exchange, the NBA Hall of Famer praised his advisor -- by name.
February 17
