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 best charitable-giving strategy for a client depends on several factors, including the amount in the fund and how involved the client wants to be.
February 25
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Last year set a record for mergers and acquisitions among advisory firms. Industry experts expect more of the same in 2025, driven by a desire for client and asset growth.
February 24
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The Trump administration is likely to let the SAVE plan die in the coming months. Here's how advisors can start preparing their clients now.
February 24
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Data from the February Financial Advisor Confidence Outlook found that President Donald Trump's policies are making advisors rethink portfolio allocations.
February 24
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There are plenty of compelling reasons for branching further into the many areas related to wealth management. But experts warn there are challenges, as well.
February 21
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The popular online broker-dealer has caught regulators' eyes over its moves into market news, trading in sports games and other events, and a new premium credit card.
February 21
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Berdina Moore-Bonds alleges that when Morgan Stanley embarked on a reorganization of its regional divisions in 2023, she and another Black woman were the only field leaders to lose their jobs.
February 20
