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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This year, the leading wirehouse and regional wealth management firms took the steps necessary to ensure they reap rewards as markets hit new highs.
June 1 -
Modern Portfolio Theory relies in part on the efficient frontier. But investors can now do better.
June 1 -
What is a madvocate" and how can you insure they aren't contagious?
May 30 -
Becoming a widow or getting divorced are extreme changes in a womans life and they come with extreme emotions. For advisors working with these clients it is critical to understand the role grief plays in the process of making decisions.
May 30 -
When it comes to succession planning, starting early, preparing well and mentoring all help make a transition smooth.
May 30 -
Most clients enter a financial planners office with high expectations so its important to discuss their views on risk at an early stage in the relationship.
May 30 -
The new hires are part of the firms aggressive two-year recruiting campaign to increase the sales force by 50% by the end of 2014.
May 30
