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 largest deal ever for the private equity-backed, fee-only RIA will send it to new heights across 23 offices and 750 financial advisors and other employees.
October 16
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Prenuptial agreements can protect not only the divorcing party but also their parents, children and estate plans.
October 16
Davis Malm -
Top tech developers from TIFIN's Sage, Alai Studios, StockSnips and more talked about how they're removing issues like bias and hallucinations from their AI tools for advisors, during Financial Planning's ADVISE AI conference.
October 15
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Jane Fraser and other Citi execs point to the wealth unit's 9% bump in revenue and 24% increase in investment assets as signs that the firm's recent overhaul is working.
October 15
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Osaic launches professional development initiative after a six-month pilot period.
October 15
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Merrill and Bank of America Private Bank report starting 5,500 new client relationships in the third quarter, more than a third of which came through recent graduates of its training program.
October 15
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Industry leaders from JPMorgan, Salesforce, Microsoft, Integrated Partners, Cambridge and more share their insights on how they're thinking about and pursuing AI tools in wealth management.
October 15
