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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The nonprofit's checklist aims to help advisors effectively use the technology in their firms and emphasizes confidentiality, privacy, integrity, legality and providing accurate information.
February 28
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The president of the firm's Private Client Group also discusses why advisor headcounts don't mean much anymore and how private equity owners of wealth management firms may have trouble realizing their value propositions.
February 28
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Location plays a crucial role in growth and advisory practice valuations — just not in a simple map focusing on the largest cities with the most wealthy people.
February 28
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RBC's firmwide net income skyrockets despite rising costs, even as its advisor headcount holds steady.
February 27
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Wells Fargo joins Bank of America, Citi and Charles Schwab in stepping away from its DEI policies.
February 27
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Crafting stable long-term financial plans for self-employed workers with unstable incomes poses unique challenges for clients and their advisors.
February 27
Dear Lakesha -
Citi CEO Fraser announces the end of the diversity, equity and inclusion initiatives it had started a mere three years before.
February 26
