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 revamped platform will be available by late summer and feature several upgrades, including a greater ability to be discovered by artificial intelligence search results.
February 25
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Graduate students at the University of Texas at Austin are using advanced analytics and AI to examine Wealthtender's client reviews — and create a new data metric for the industry.
February 25
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Lisa Golia, now chief operating officer of the firm's U.S. wealth business, will be in charge of hiring, retaining and paying advisors.
February 24
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New research shows visuals and gamified tools can dramatically boost client understanding and engagement around complex retirement rules.
February 24
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With AI concerns crimping wealth management firms' stock values, an analysis by Fitch Ratings reveals the companies' underlying dynamics after a strong 2025.
February 24
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Advisors are only human, and mistakes are bound to happen. But missteps, for all the pain they can cause, can also help an advisor — and their practice — grow stronger.
February 24
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Paul Reid Galietto's lawyer says he was let go by Credit Suisse in 2021 after the firm tried to unfairly blame him for losses from the collapse of the giant family office Archegos Capital Management.
February 24
