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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Each of these strategies has been used by one or more elite advisors to generate substantial increases in their performance.
February 10 -
Following the success of her latest album and landing three Grammy nominations this year, the megastar's net worth is in the untold millions. With a Merrill Lynch advisor for a father, it begs the question: who is advising the pop star?
February 9
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Merrill Lynch wants to position its wealth managers to better help their clients navigate the hurdles of old age.
February 5
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A proposed cap would impose a $3.4 million ceiling on retirement plans, although details are still scarce; Plus, mortgage debt threatens boomers' retirement.
February 5 -
"Anyone who owns minerals rights is concerned," says Jonathan Meaney, an advisor with Carter Financial Management, an independent firm affiliated with Raymond James Financial Services.
February 4 -
Many clients think their workplace retirement plan is not worth it if there is no employer match contribution; Plus, how retirement plans can underestimate inflation
February 4 -
Here are a few of the hard-fought mistakes planners say they've made, and the ensuing lessons they've learned.
February 3
