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.
-
Advisors now have extraordinary tax-advantaged estate plan possibilities for wealthy clients.
December 1 -
The CFA Institute, along with Maria Hartwig, an associate professor of psychology at the John Jay College of Criminal Justice in New York, are working on techniques to help financial professionals improve their ability to detect deception.
December 1 -
According to a report from consulting firm Booz & Co., more than half (51%) of the "rising mass-affluent" say they would consider using their primary bank for investing, compared with only 37% over the age of 50 who said they would.
December 1 -
Professional football players spend 95% of their time preparing advisors should take a page from that playbook and beef up their referral processes.
December 1 -
The more your home page talks about prospects, the more they will want to explore. So stop talking about yourself and talk about what your clients are interested in themselves and their special needs.
November 27
-
In case you missed them, here are the five most popular, well-read and shared stories of November from On Wall Street.
November 26
On Wall Street -
The rise of mobile banking is starting to impact branch staffing levels. At the same time, new jobs are being created in branches and on digital banking teams.
November 26
