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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Advisors who have volunteered their time and expertise said they have reaped the rewards along with those they have served.
November 12
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Harmon Kong wrote a book about wealth that doesn't include any financial jargon. He argues discussions between parents and their kids hold much more value.
November 12
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For many investors, Donald Trump's re-election was an emotional shock. Here's how financial advisors can help keep their finances on track.
November 12
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The firm's new policy of keeping discrimination complaints out of court isn't sitting well with at least two financial advisors.
November 11
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A lawyer in the case says his legal team was able to present text messages showing a Stifel wealth manager had been touting complex structured notes as low-risk investments.
November 11
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Credits or deductions for renovations, repairs or energy-efficient upgrades are available — but clients often need reminders and professional help to get them.
November 11
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Merrill's digital match program is finding client growth by using an algorithm to pair clients and advisors largely based on personalities rather than asset distribution. Meanwhile, Mercer Advisors uses human matchmakers.
November 8
