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.

Portfolio strategies

3 tips for advisors to make sense of ESG investing

While the three letters have attracted criticism from the left and the right in the past year, constructing portfolios reflecting sustainable values is still in demand.

By Victoria Zhuang
Reporter

September 24
Professional development

6 tips for advisors to help rich young athlete clients with NIL

Experts from UBS and TBH Advisors share what to watch this year, as college sports seasons get underway.

By Victoria Zhuang
Reporter

September 22
Investment strategies

Ask an advisor: How should I invest if interest rates come down?

It may not happen anytime soon, but someday the Fed will reverse course. How should investors adapt?

By Nathan Place
National Reporter

September 21
Industry News

Charitable U.S. advisors win $740K in awards from Invest in Others

The awards, which saw a record-high number of submissions this year, recognize those who go above and beyond in serving their communities.

By Victoria Zhuang
Reporter

September 21
Social media

Younger generations put money goals before relationship goals

A new MassMutual study finds that young people in pursuit of the almighty dollar feel behind in saving enough to retire at an ideal age.

By Staff report

September 20
Retirement planning

How advisors can use the 'humanity factor' in retirement planning

Financial advisor Frank Legan discusses his debut book and what industry peers can learn from his two decades of working closely with clients.

By Victoria Zhuang
Reporter

September 19
Wealth management

4 practice management tips to prepare your firm for the future

Francis Kinniry of Vanguard and Brie Williams of State Street Global Advisors SPDR give advisors looking to survive the industry's next evolution some beachside advice.

By Justin L. Mack
Former Wealthtech Reporter

September 19

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.