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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In less than one year since taking over Orion, CEO Natalie Wolfsen has embarked on a massive journey to fully integrate the firm into an open architecture, holistic platform. Part of that plan includes employees coming into the office more.
June 14
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Yext's CEO said his firm could have tried building its own in-house compliance software. Instead, it found exactly what it needed at Hearsay Systems.
June 14
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A client plans to leave an inheritance only for their biological children, icing out the adopted ones. Is their financial advisor obligated to help — or speak out?
June 13
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These issues loom especially large for the LGBTQ client base, which is the focus of a new national initiative launched by financial advisors, lawyers and other professionals.
June 13
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The terminations come amid a renewed push by firms to haul employees back into the office.
June 13
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Sources familiar with the case say Nicholas Takahashi's name surfaced on a Wells Fargo website long after he had left to work for a competitor.
June 13
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Fidelity and Envestnet said they are relaunching a more integrated Fidelity Managed Account Xchange platform to give clients a more streamlined experience.
June 13
