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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A well-planned retirement can go awry when clients overspend. Here's how financial advisors can rein them in.
April 24
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Jess Polito of Turkey Hill Management says she believes her firm is the only M&A advisory firm that exclusively uses retainer fees, rather than commissions.
April 22
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A consulting and M&A advisory firm presented six prospective sellers to 17 buyers, with striking results for any advisory teams tapping into a frothy M&A market.
April 21
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The annual Diamond Consultants advisor transition tracking study identified the winners and losers of 2025. But it also noted how quickly things can change.
April 20
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Compensation differences between wirehouses and regional firms become pronounced at the $2 million production level, with regionals rising to the top of the pay scale and wirehouses grouping together at the bottom.
April 17
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When it comes to compensation, firms really start to distinguish themselves at the $1 million production level. Janney has become one of the lower payers in recent years, while RBC and UBS have signaled a greater willingness to work with these advisors.
April 16
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Advisors acting as financial planning sherpas can guide clients up tricky terrain to reach retirement peaks.
April 16
Lincoln Financial
