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: Which retirement plan is the safest from lawsuits?

A lawyer in New Jersey doesn't expect to get sued, but she knows it can happen to anyone. Would her nest egg be safer in a 401(k) or Roth IRA?

By Nathan Place
National Reporter

May 17
Growth strategies

Advisors offering education cost planning have faster "organic" growth, Dimensional study finds

A multi-year study shows where and how advisors can focus on growing on their own as dealmaking slows.

By Victoria Zhuang
Reporter

May 16
Wealth management

The value of an advisor: 3 ways wealth managers save Americans money

Most Americans don't work with financial advisors. A new study lays out exactly what they're missing.

By Nathan Place
National Reporter

May 16
Marketing

7 strategies to make digital marketing more effective for financial advisors

Choosing the right strategy can lead to more clients and achievement of a firm's goals.

By Érica Carnevalli
Spring Reporting Associate

May 16
Fintech

Orion launches ChatGPT Integration as Morgan Stanley investors hype advisor AI: Wealthtech Weekly

Plus, Vestwell partners with JPMorgan, and TIFIN Wealth provides free access to NAPFA-aligned advisors

By Justin L. Mack
Former Wealthtech Reporter

May 12
Estate planning

8 estate planning tips for advisors with artists and entertainer clients

Four estate planning experts, including at Bank of America Private Bank and UBS, offer advice on the unique challenges of working with creative professional clients.

By Victoria Zhuang
Reporter

May 11
Retirement

Ask an advisor: In this economy, do I still need bonds in my portfolio?

With bond prices plunging at the same time as stocks, can government securities still act as a hedge?

By Nathan Place
National Reporter

May 10

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.