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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Insurance, emergency savings and estate planning documents are among the topics advisors should consider reviewing with clients.
January 21
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Part of clients' anxiety about this issue stems from the uncertainty of how much or how long such health care expenses will be incurred.
January 21
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The many technical skills and professional requirements get most of the attention. But experts say a transition also requires a great deal of time and other capabilities.
January 17
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Advisors say it's important to help clients plan ahead of time in order to survive and ultimately rebuild after an emergency.
January 16
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The emotionally and financially taxing process of a separation demands careful planning, multifaceted form-filing to the IRS and, probably, an advisor for each spouse.
January 16
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CEO Ted Pick said nearly half of net new assets Morgan Stanley brought in last year landed in fee-generating accounts — and that's right where he wants them.
January 16
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The regional giant reported $2.2 trillion in client assets last year, despite seeing its net new flows decline.
January 15
