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

Older investors flock to AI stocks as Gen Z plays it safe: Wealthtech Weekly

Plus, F2 Strategy gets a new office; AdvisorCheck gets a new boss; and Advisor360° rolls out new tech updates.

By Justin L. Mack
Former Wealthtech Reporter

August 11
Retirement

The retirement savings race gap is wide and growing

In recent decades, a stubborn savings gap has persisted between white and Black Americans.

By Nathan Place
National Reporter

August 10
Professional development

How financial advisors can work from abroad: two tales

Two advisors from the RIA space shared why they took a risk and moved abroad — and what they learned from it.

By Victoria Zhuang
Reporter

August 9
Marketing

A guide to navigating the organic growth jungle

Between conflicting data points and countless buzzy 'best practices,' it's easy for advisory firms to get caught up in the weeds on the elusive business booster.

By Elijah Nicholson-Messmer
Data Reporter

August 9
Retirement advisor confidence rises into positive territory

After years of recession worries, more wealth managers expect the economy to grow than contract, according to Arizent's new Retirement Advisor Confidence Outlook survey.

Sponsored by ADP
Estate planning

3 tips on how to connect with next-gen heirs for estate planning

Experts from Bank of America Private Bank and other wealth firms share top tips on how to help clients and advisors connect with heirs.

By Victoria Zhuang
Reporter

August 8
Regulation and compliance

Sending a message: SEC provides yet another warning on electronic communications with $289M settlement

Employees at 11 firms, some ranking as high as senior executive, stood accused of using WhatsApp and similar services to conduct business in violation of recordkeeping rules.

By Dan Shaw
Reporter

August 8

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.