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 merger creates $1.9 billion independent powerhouse in Florida; boosts succession plan for next generation in both firms.
May 30 -
'It's like rolling through a stop sign and you get the death penalty,' says the lawyer for Florida advisor Max Zavanelli.
May 29 -
Growth opportunities for broker-dealers in the bank channel will come from within. Instead of seeking unprogrammed banks, they will focus on increasing their existing ranks and expanding their share of clients business.
May 28 -
Advisors recount efforts to help troops, being rebuffed by the military and their hope for change.
May 28 -
Following an investigation by Financial Planning that showed a strong link between money woes and troops taking their own lives, a lawmaker pushes for additional funding to help them get comprehensive financial advice.
May 28 -
By snapping up a series of independent B-Ds in quick succession. the RCS Capital executive chairman has instantly made himself an industry player. He talks to Financial Planning about his plans.
May 28 -
The Boston-based subsidiary bank of Spanish global banking giant Santander Group has overhauled the program it took over from Sovereign Bank and is looking ahead to significant growth.
May 26
