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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One of the most consequential M&A deals in years leads this roundup of the many ways big independent firms grew in 2025 and how they plan to continue growing in 2026.
November 28
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Advisors who reframed strategic decisions shifted investor perceptions of identical financial results, research shows; here's what that means for retirement planning.
November 26
Janus Henderson Investors -
With the rapid growth of the RIA industry, large wealth managers are increasingly finding ways to make money by supporting independent advisory practices.
November 26
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Savant Wealth Management, Moneta Group Investment Advisors and EP Wealth Advisors lead a group of fee-only firms with headcounts well above their peers.
November 25
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Mindy Neira found that embracing her passions helped build a niche that fulfills her.
November 25
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Experts say RIA owners often resist making themselves replaceable. But they'll have to choose between an internal or external deal someday.
November 24
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With New Year's resolutions on the rise, financial advisors are using the seasonal focus on money goals to engage clients and spark action.
November 21
