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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Changes in residency, qualified personal residence trusts and other methods cited by experts carry big savings — with some caveats.
May 20
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With RIAs increasingly identifying succession planning as a business imperative, here's how financial advisors and firms are investing in the future.
May 17
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A professional brings objectivity to dicey conversations between relatives as well as experience navigating the substantial work involved with transferring assets, experts say.
May 17
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More advisor contact can boost client trust and satisfaction. That's key in a landscape where 75% of clients considered switching, or switched, advisors in 2023, a YCharts survey shows.
May 17
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Brokerages and industry lawyers say the conduct standard's key provision is its requirement that advisors consider alternatives to risky and expensive investments.
May 16
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Proposals to crack down on private placement insurance contracts aren't close to becoming law. Here's how advisors and their clients can use them for the time being.
May 16
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The ban comes amid heightened regulatory scrutiny of firms' messages on services like WhatsApp and posts on social media sites.
May 15
