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.

Wealth management

What advisors really use fintech for, and why ease of use matters most: Wealthtech Weekly

Plus, two wealthtech startups celebrate successful funding rounds.

By Justin L. Mack
Former Wealthtech Reporter

July 7
New Arizent survey shows financial advisors' moods on an upswing

Wealth managers are regaining their faith in U.S. stocks, according to our new Retirement Advisor Confidence Outlook survey.

Sponsored by ADP
Wealth management

What advisors need to know about Threads, Mark Zuckerberg's so called 'Twitter Killer'

As Twitter continues to undergo unexpected and at times unpopular changes, a new challenger from a social media OG is gunning for the bird app's throne.

By Justin L. Mack
Former Wealthtech Reporter

July 6
Fintech

5 takeaways from Arizent research on using tech to win next-gen clients

A new study by Financial Planning parent company Arizent shows that firms are missing a big opportunity to get ahead on winning in the wealth transfer race.

By Victoria Zhuang
Reporter

July 6
Fintech

RightCapital triples market share as eMoney and Envestnet stagnate

Envestnet and eMoney Advisor, the two leaders in the financial planning software market, have struggled to maintain their market share over the last two years.

By Elijah Nicholson-Messmer
Data Reporter

July 6
Regulation and compliance

Another deadline, another amendment for FINRA's remote work rule

The latest proposed changes tweak criteria that would disqualify firms from having 'residential supervisory locations.'

By Dan Shaw
Reporter

July 6
Investment strategies

8 strategies for wealth managers after 2022's slumping markets

Boston Consulting Group offered financial advisors some business levers to consider in response to the worldwide impact of slumping stocks and bonds last year.

By Tobias Salinger
Chief Correspondent

July 6

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.