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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Financial advisor candidates will need to pay more to take securities licensing exams starting June 1, the North American Securities Administrators Association announced.
April 18 -
To build online influence in the age of social media, you must build a powerful online presence and consistently publish your thought leadership insights through a professional blog site, says Stephanie Sammons, founder of Wired Advisor, a company that helps advisors set up search engine optimized blogs.
April 15
Impact Communications -
Here's how one advisory firm is going after the at first glance less-than-obvious client by targeting the most obvious client of all.
April 12
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Wealth management, broadly speaking, is seeing impressive growth. But broadly speaking is a frustratingly vague term and most of your clients are not among the economic winners of late.
April 11
Employee Benefit News and Employee Benefit Adviser -
As investor confidence grows and perceptions of wealth management firms improves, so do advisor perceptions of their firm, particularly among independent advisors, the J.D. Power study reported.
April 11 -
We have found that people in Gen Y not only said they are highly disciplined, they really are more highly disciplined than people in older generations, Bill Taylor, vice president of financial planning at Northwestern Mutual, said in an interview. It might be because theyve seen their parents hurt badly when stocks fell in 2008, because of the decline of defined benefit plans, or just because young people have access to more information today.
April 10 -
Beacon Pointe is actively looking for more advisory firms with a CPA tie-in as it plots an expansion strategy of reaching 35 to 40 offices around the country in the next 10 years, Cooper says.
April 8

