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 Atlanta-based bank has formed a medical specialty group dedicated to working with independent medical practices, owners, physicians and their families.
June 27 -
Selling a home in retirement; Frailty risk different from health care expenses; State of senior health, by state.
June 26 -
Most of the worlds economic growth will come from outside the U.S, yet most American investors are still under-diversified in international assets.
June 26 -
Advisors are using an array of sophisticated techniques to build engagement with existing HNW clients and garner interest from new ones. Here are 14 ways to win and retain ultra-wealthy clients.
June 25 -
The value of small-cap value funds; Managing the "new retirement;" Clients want to be more "hands-on" with their 401(k) plans.
June 25 -
High compensation tends to draw top producers. So how do advisors fare at the various independent broker-dealers? The FP50 tracks payout across the top firms; click through to see the independent B-Ds with the highest average payout.
June 23
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When the market is doing so well, people develop short memories and start thinking they can manage their investments themselves.
June 23
