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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Sallie Krawcheck helped found Ellevest following prominent roles at Sanford Bernstein, Citigroup and Bank of America.
December 11
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The 10 largest transitions include deals by LPL and Osaic, hybrid RIAs that received private equity infusions and even a new public offering by a SPAC investor.
December 11
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The wireshoue plans to have a s setting up an Ultra-High New Worth Plus unit for clients more than $50 million in assets.
December 10
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Health care advisory experts can secure substantial financial benefits for HNW clients while providing a value-added service for wealth managers and family offices.
December 10
Wellworth -
A young wealth manager has a vision for his new firm, but not every prospect fits into it. Should he be flexible about his client base, or stick to his target demographic?
December 9
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A 20-plus-year veteran replaces Manish Dave, who left the post in October.
December 9
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Recruiting moves, M&A deals, influxes of capital, internal rollups and business pivots are fueling the industry's race to scale.
December 6
