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.

Industry News

Services take top spot in what HNW clients want: study

Winning multi-millionaire clients looks different today for advisors — here's what's changed, a Cerulli study reports.

By Victoria Zhuang
Reporter

January 9
Tax

The next frontier in tax

Practitioners have always shared advice as part of tax prep, but the future of the field is in proactive, intentional tax advisory services.

By Roger Russell
Senior Editor

January 8
Tax

Clients can go green, save greenbacks on eco-friendly home repairs

Financial advisors, tax professionals and their customers can recoup 30% of the cost through credits for qualified upgrades to their residences.

By Tobias Salinger
Chief Correspondent

January 8
Technology

9 in 10 advisors have positive view of AI, Arizent study finds

When it comes to artificial intelligence, wealth managers are all in. How will they use it in 2024?

By Nathan Place
National Reporter

January 8
Professional development

How advisors can win doctors as new clients

Doctors face many personal finance challenges, from hefty student loan debt to temptations to overspend. Experts share how to win them as clients.

By Victoria Zhuang
Reporter

January 5
Growth strategies

These are the 10 RIAs with the largest average client account

A new ranking of the channel by SmartAsset includes arms of Sammons Financial Group and McKinsey and global portfolio management firm Cambridge Associates.

By Tobias Salinger
Chief Correspondent

January 5
Industry News

What does 2024 have in store for wealth management? Arizent research offers 'Predictions'

We asked hundreds of wealth managers what they expect for their industry in the year ahead. Here's what they told us.

By Nathan Place
National Reporter

January 5

Resources

The latest Financial Planning research and discussion:

Web Seminar A holistic approach to delivering advisor alpha

Markets will move. Strategies will evolve. But the real differentiator? How you show up for your clients.

Partner Insights from eMoney Advisor
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

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.