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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Research shows wealth managers have much greater confidence in the new technology than their clients. Here's how to shrink the gap.
April 29
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A lover of Tesla and AI technology, Orion's Brian McLaughlin warns that for most, it's still too early to trust AI to make financial predictions.
April 29
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Wireshouses continue to put the squeeze on advisors at the lower end of the revenue-generation scale.
April 29
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Many advisors will have to produce more this year to make the same take-home pay as last year, Financial Planning's annual analysis finds, with low producers under pressure to move up the revenue ladder or move on.
April 29
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Amid a busy April for big hires, compliance tech provider COMPLY and wealthtech platform TIFIN have brought on industry vets Michael Stanton and Jeannette Kuda, respectively, aiming for strategic growth.
April 24
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Turns out clients are as mistaken about tax preparers as they are about taxes.
April 24
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The U.S. Chamber of Commerce and other business groups contend the Federal Trade Commission has exceeded its authority in nullifying contracts that prohibit employees from switching jobs to competitors.
April 24
