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.

Retirement

Here are the 5 best American cities to retire in

In terms of cost of living and quality of life, researchers say these are the five best places to spend one's golden years — and none of them are in Florida.

By Nathan Place
National Reporter

September 18
Unlocking Multigenerational Opportunities

Connecting with the next generation is a key differentiator for many successful financial professionals. One of the most impactful ways to connect with these prospective clients is by offering value-added products and services to your existing client base, which can benefit multiple generations.

Partner Insights from Atria Wealth Solutions
Professional development

What the letters mean: 6 designations every advisor and client should know

From AAI to WMS, there are 242 designations for financial professionals. Here's a quick primer on the most important ones — and how to get them.

By Nathan Place
National Reporter

September 17
M&A

3 tips for leaders to keep talent, post-M&A honeymoon

After the ink dries on the contracts and the press releases are out, wealth management firms still need to put in the work to make a deal succeed. Here's how.

By Victoria Zhuang
Reporter

September 15
Retirement

Planning for the cost of continuing care retirement communities

Tax strategy, quality of life and location represent some of the main factors when considering a CCRC, according to more than a half dozen experts.

By Tobias Salinger
Chief Correspondent

September 15
Wealth management

Sound Investments: 31 rap/R&B songs about money and wealth

FP's playlist gives financial advisors and clients a supersized collection of bangers about raking it in and making it rain.

By Justin L. Mack
Former Wealthtech Reporter

September 15
Wealth management

Goldman taps Siegler to head RIA strategy

The appointment comes as the storied Wall Street dealmaker seeks to build its ultrahigh net worth business while providing support services to independent advisors.

By Dan Shaw
Reporter

September 14

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.