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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As large wealth managers struggle to retain advisors seeking greater independence, Wells Fargo has taken a distinct approach with its FiNet channel. But is the loss of profit margin worth the retention gains?
July 9
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In a Q&A, planner Louis Barajas explains how he wrote an interactive guide to building generational wealth and how financial advisors can learn from its universal principles.
July 8
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Blind trust in AI tools can be a one-way ticket to a fiduciary crisis. Here's how to build a verification process that protects your clients and your firm.
July 8
WorkWise Solutions -
Clients aren't just curious about estate planning, they're insisting that their advisors provide it.
July 7
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The Ensemble Practice's annual growth and profitability report reveals a "scissors shape" between the two, based on a survey of more than 170 firms.
July 7
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Retaining Bartholomew & Company comes as a big victory in LPL's bid to hold on to AUM and advisors from its acquisition last year of Commonwealth Financial Network.
July 7
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As AI becomes increasingly integrated into RIAs and the financial planning industry, here are what advisors said can never be replaced by technical advances.
July 6
