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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Many non-working spouses are allowed to have an IRA but fail to open this type of account; Plus, suggestions from experts on fixing Social Security.
February 2 -
As e-readers have become more popular, publishing technology is now simpler, as well. Here's how to use an e-book to boost your credibility.
February 2 -
Couples should "practice being retired," taking long vacations and spending more time together -- but not too close to the kids.
January 30 -
Next-generation advisors, next-gen clients and next-gen technology are at the heart of TD Ameritrade's newest programs for advisors.
January 29
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The steep rise in long-term care insurance rates won't affect many advisors' commitment to using them for clients, experts say.
January 28
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Clients that purchased an investment from their financial institution will keep their deposit and credit products longer, increasing the profitability of the institution overall, a new study shows.
January 28 -
Focus partner firms managed $31 billion and advised on another $10 billion, according to their recent ADV filings -- considerably less than the $70 billion in "total client assets" the firm had previously publicized.
January 26
