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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Industry consultants recommend steps RIAs in Schwab's referral network can take if they're worried about competition for clients.
August 19
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In a constantly changing industry, clearing and custody fees defy generalizations. The largest independent broker-dealers present financial advisors with the choice of working with a "self-clearing" firm or one that outsources those essential services.
August 18
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As the best-selling memoir "Strangers" shines a spotlight on financial disengagement, advisors share how they pull the less-engaged spouse into the conversation before it's too late.
August 17
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Morningstar finds that active investment managers beat low-cost passive index trackers only 27% of the time over a 12-month stretch.
August 17
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Account titling and beneficiary designations could contradict what clients write in their wills, undermining estate planning. Advisors can help keep these current.
August 17
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From 19th-century financial panic to reimagined Charles Dickens, here are the vacation-worthy books according to some fintech execs.
August 17
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August is National Make a Will Month, but advisors say it's important to urge clients year-round to secure their wishes by keeping wills and estate plans fresh.
August 14
