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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These eight firms are using AI and technology to build stronger connections with clients and build business at scale.
September 5
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While 65% of asset managers are in some phase of testing out GenAI, only 5% have actually applied it to a firm-wide growth strategy, a KPMG survey found.
September 4
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The giants of the channel grabbed most of the spots in the rankings, but some of their smaller or midsize rivals are also expanding quickly.
September 4
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Northern adventures are all the rage, but wealthy clients planning to take these high-cost trips need insurance coverage that meets specific contingencies.
September 4
HUB International -
AssetLink is using AI and machine learning to better analyze data on clients and match them with the right advisors.
September 3
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How do financial advisors work with elder law attorneys or aging life care managers to support your clients?
September 3
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The Internal Revenue Service is ramping up its scrutiny of large partnerships, leveraging increased funding under the Inflation Reduction Act of 2022.
September 3
