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 late singer and business mogul gave prodigiously throughout her life. Parton's example can tell advisors a lot about how to plan estates, especially for child-free clients.
September 1
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Many advisors want asset managers to do more than provide access to investments. A new Cerulli report suggests they should emphasize practice management strategies rather than business growth.
August 31
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Borrowing against art can offer liquidity without triggering capital gains, but high costs keep it from becoming a first-choice strategy.
August 31
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The largest firm in the independent brokerage channel is also the fastest growing. But the industry's rapid expansion alongside rising equity values over the past three years may be hiding some firms' vulnerabilities.
August 31
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From pet trusts to picking the right caretaker, advisors share how to help clients plan for a life when pets outlive them.
August 28
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The 2025 tax law changed the factors involved in the decision to convert a traditional IRA to a Roth.
August 28
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Marketing experts suggest alternative ways for firms to promote themselves after a $6 million "gift" received by a former top editor at Forbes was seen as tarnishing the publication's industry awards and rankings.
August 28
