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.

Technology

Advisors raised rates without worrying much about losing clients last year

Survey results from the payment processing firm AdvicePay suggest fee-for-service models for financial planning continues to grow.

By Dan Shaw
Reporter

April 11
Fintech

How Google, Nvidia and other AI-powerhouses influence vendor pricing for advisors

Just like the evolution of subscription-based models for Netflix and Disney, advisors are finding the cost to use cloud-based services has increased, driven in part by rapid developments in AI by tech giants like Nvidia and Google.

By Rachel Witkowski
Tech reporter

April 11
ESG

3 reasons ESG is still crucial to wealth management

It may seem like ESG's moment has passed. But as millennial and Gen Z investors gain more wealth, do-good investing is likely to become more important than ever.

By Nathan Place
National Reporter

April 10
ESG

Can ESG come back from the dead?

After getting caught in the culture wars and suffering massive outflows, ESG funds looked down for the count. Here's what experts say is next.

By Nathan Place
National Reporter

April 10
Professional development

Dynasty makes its case to RIAs with a look under the hood

The platform provider offered up rare transparent data about financial advisor payouts and the cost of its technology amid an accelerating race for top talent.

By Tobias Salinger
Chief Correspondent

April 9
Industry News

Ron Carson stepping down as CEO of Carson Group

The founder will hand the reins to former LPL executive Burt White as part of an immediate transition to chairman.

By Tobias Salinger
Chief Correspondent

April 9
Wealth Think Student-athletes need help clearing tax hurdles related to NIL

With the proper preparation and support, student-athletes can turn NIL opportunities into stepping stones for lasting success and financial well-being.

April 9

Justin Heller

Heller Private Wealth

Resources

The latest Financial Planning research and discussion:

Advisor strategies
On-Demand Web Seminar Quarterly Outlook Briefing
Web Seminar The art of asking questions

Asking the right questions is at the heart of every meaningful financial conversation—but how do you know what to ask and when?

Partner Insights from eMoney Advisor
Web Seminar Unlock your potential: Monetize and maintain your independence

Did you know you can monetize, simplify and preserve your legacy, all while bridging to the next generation? Most will wonder "what's the catch?"

Sponsor Content from LPL Financial

Practice & Client Management: Key Questions & Analysis

How should financial advisors rethink client management as they grow their practices?

As advisory firms grow, client management often shifts from ad-hoc relationship handling to processes focused on segmentation, service models and long-term retention. Coverage in this area reflects how advisors are operationalizing client experience as a core business discipline.

What operational challenges are most important in advisor-client relationships?

Advisors face increasing pressure from capacity constraints, rising client expectations and the need to balance personalization with scale. Practice and client management reporting highlights where firms are finding success to maintain service quality while expanding.

How are advisors adapting communication strategies to changing client expectations?

Client communication strategies are evolving as advisors respond to demographic shifts, digital expectations and heightened demand for transparency. Read how firms are adjusting cadence, channels and messaging.

How does client management impact long-term practice value?

Effective client management is often viewed as a driver of enterprise value. Client management is a key area of focus for retention, referrals and succession outcomes. Learn how client experience strategy directly to firm durability and valuation.