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

Ask an advisor: Should I retire abroad?

A nurse in New York doesn't think she'll ever have enough savings for an American retirement. Is a move to Vietnam the answer?

By Nathan Place
National Reporter

August 15
Wealth management

7 tips to help Black clients find multigenerational success

Experts say Black families planning to preserve past, present and future generations' wealth have a special set of circumstances to keep in mind. Here are a few tips that can help.

By Justin L. Mack
Former Wealthtech Reporter

August 14
Industry News

Schwab says TD Ameritrade deal spurring retail, advisory attrition

The company has stepped back from certain custodial relationships that Ameritrade had offered to institutional clients.

August 14
Wealth Think Risk-on or risk-off? How to play the summer market rally

With a recession deferred but still looming, investors who exit equities now may later regret playing it too safe.

August 14

Tim Urbanowicz

Innovator Capital Management
Professional development

J.D. Power on how firms can improve advisor satisfaction

Research firm J.D. Power discussed additional findings from its influential annual advisor satisfaction survey in a panel with industry leaders.

By Victoria Zhuang
Reporter

August 11
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

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.