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Thursday, October 29, 2026 · Today’s edition, 6:30 a.m. ETThu, Oct 29 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
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Claudia Kane, CFP

In network coverage since October 16, 2026 · 1 story
Network coverage
Practice management

FPA and Allianz: 74% of surveyed planners will spend more time per client relationship

The June survey of 387 planners also found 67% expect to evolve their business model; those with under five years of experience were more likely than veterans to say so.
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