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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Independent broker-dealers have found happy acquiring grounds in the insurance industry in recent years, as sellers seek to avoid heavy regulation and thinner margins.
October 8
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In its second year ever and first as a standalone event, the co-founders of a conference for Latino wealth management professionals share what to expect.
October 8
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End-to-end meeting manager GReminders is using AI to streamline all the other AI meeting tools, like Calendly and Fireflies.ai, under one roof to make life easier for advisors.
October 7
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The CFP Board of Standards' new "Quite Possibly the Perfect Job" digital campaign targets college and college-bound high school students. Many professionals felt the ads, which depict young people doing anything but working, "missed the mark."
October 7
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The advisor at the center of the case, Chuck Roberts, has been the subject of at least 19 customer complaints since late 2022.
October 7
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Marriage, government and employee benefits, and mental health often loom large for a base of clients that is more likely than straight peers to live alone.
October 4
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U.S. Bank Wealth Survey reveals 76% of parents would rather talk to their children about their choice of candidate, than their finances, at 63%.
October 3
