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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CFAs' knowledge of investments is on another level — which is why the designation is so hard to get. Here's why it can be worth it.
June 6
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High-earning participants in the expanding universe of retirement plans offer a wellspring of potential clients for firms and advisors.
June 6
Broadridge, Retirement and Workplace division -
Concurrent Financial Planning brings academic gravitas to its growth plans under the firm's founder Preston Cherry and his wife, Managing Partner Eiman Osseilan.
June 5
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The St. Louis-based brokerage is also encouraging representatives to become Certified Financial Planners as it experiments with fee-based fiduciary business models.
June 5
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LPL Financial topped the list, but the next five firms in these rankings of the 10 that picked up the most brokers from rivals are wirehouses and employee brokerages.
June 5
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Wealthtech platform Envestnet has agreed to offer its in-house unified managed account tools to BlackRock, Fidelity, Franklin Templeton and State Street to boost more customized direct indexing for advisors.
June 5
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As technology advances, so does the cost and time it takes to deploy new tools. Some firms are choosing to build in-house, while others are partnering with vendors and more specialized tech providers.
June 4
