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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Wealth Enhancement Group is the second large OSJ to go separate ways from LPL, following Merit Financial Advisors
December 6
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LinkedIn still rules for professionals, and newer platforms like Bluesky are on the rise. But is social media even worth the effort for advisors these days?
December 6
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In Preston Cherry's guide to avoiding the stigmas around money to find what he calls "your financial harmony," he also shares his personal struggles and path to transformation.
December 6
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After partnering with a private equity firm, a new CEO paired emotional intelligence and equity incentives to retain talent and grow the bottom line.
December 6
The Mather Group -
Top items include the fallout of a massive continuing education cheating scheme, UBS' pay cuts for producers across the organization and more.
December 5
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As the IRS scrutinizes large partnerships, they have new ways to report and correct errors in their returns.
December 5
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Bequests returning territorial assets to indigenous nations pose thorny questions for financial advisors and their clients, two experts tell FP.
December 5
