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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Women see and understand the research underscoring the benefits of diversity in leadership and want to align their investment dollars with this approach.
May 15
Nia Impact Capital -
Wealth managers often plan as if their clients will live to age 95 — but few Americans do. New research suggests a different approach.
May 14
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Most advisors said they see AI helping streamline internal workflow functions, but very few trust it to make financial decisions.
May 14
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Advisors are faced with cutting-edge tech that will reshape the industry, as well as questions about its reliability.
May 14
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A newly proposed rule would require firms to verify customers' ID information and check it against government lists of terrorists and criminals.
May 13
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There's a difference between advising a client on a decision and making the decision for them. What happens when the client demands the latter?
May 13
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The mammoth coup far outpaces other recruiting deals of recent memory.
May 10
