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 planning strategies for large individual equity holdings pose tax, investment and behavioral questions for financial advisors and their customers.
August 5
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The soliciations can be made only to clients who have a net worth of at least $1.5 million, high risk tolerance and the intention to invest in speculative assets.
August 5
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It's important for advisors to develop a relationship with both spouses from the outset, long before an unexpected death.
August 2
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From a logo inspired by a clothing decoration to a name inspired by the cosmos, learn why these eight financial services revamped their brands.
August 2
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Dubbed as the "digital admin for private investments," Arch has grown rapidly this year, adding AI tools that easily summarize documents for advisors, but hasn't lost the human touch.
August 1
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Financial advisors who specialize in estate planning say regular clients can learn from these messy celebrity situations.
August 1
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With shares in the acquirer growing as a percentage of the consideration, the rollovers pose important practice management, tax and business implications.
August 1
