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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Wage growth for job-hoppers is on the decline, but financial advisors say that might be a good thing for long-term retirement savings.
March 28
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Experts say financial advisors can play a critical role for clients who are in the throes of addiction and those sifting their way through the often-challenging recovery process.
March 27
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Delivering documents via SMS can smooth a stressful process, reinforce advisor-client bonds and keep firms on the windy side of industry regs.
March 27
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Affluent clients report much greater satisfaction with their current financial advisor if they adhere to the fiduciary standard, according to new research from Cerulli.
March 26
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For clients facing an unexpected federal job loss, here's five tangible ways financial advisors can provide guidance.
March 25
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With the technology landscape changing frequently, we asked advisors about the AI tools they're using today and what they're getting from them.
March 25
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Anger, frustration and uncertainty have reigned as clients who previously felt secure in their positions are suddenly dealing with having everything called into question.
March 24
