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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Wealthy investors with young children share a number of key characteristics, needs and values that set them apart. Make sure you understand them.
December 19
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Unlike many ultrahigh-net-worth individuals and families, the new rich rely primarily on income from their jobs for their wealth.
December 18 -
Only 42% of couples who have advisors work with them jointly, according to a new Fidelity study. Here's one way to fix the problem.
December 17 -
Financial institutions need to tread lightly; it's very easy to miss the mark when offering loans and related services to women.
December 13
Principal, KBK Wealth Connection & Author, Creating Wealth from the Inside Out Workbook -
Almost half of the advisors in a new FPA study say they don't have a retirement plan; even more fail on business and succession plans.
December 12 -
Expansion-minded Savant Capital Management has bolstered its presence in the vibrant Chicago metropolitan market, acquiring Paragon Advisors, a $150 million firm in Naperville, Ill.
December 11 -
The convicted Ponzi schemer, now serving a 150-year prison sentence, says in an interview with MarketWatch that his defrauded clients should have probed more.
December 10
