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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Art carries higher rates than most investments, but financial advisors and their clients can tap into trusts, charitable donations, loss harvesting and the stepped-up basis.
July 8
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Leaders in wealth management name their top AI tools used every day in the workplace, from scheduling apps to automating content and slideshow presentations.
July 5
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FINRA's settlement with Merrill gives the wirehouse credit for "extraordinary cooperation" with its investigation.
July 3
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Morningstar's study suggests that emotional or personal motivations are just as important or even more significant than a need for "functional" professional services.
July 3
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As wealth management firms rush to keep up with new technological developments, one common oversight is not testing the tech with the people most likely to use it: the advisors.
July 2
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The National Association of Treasurers launched a new tool that allows individuals to compare the features of different states' ABLE programs.
July 2
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Huntington Investment Company is accusing a former advisor of resigning with no advance notice and then using confidential information to drum business from ex-clients.
July 2
