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.

Industry News

$1B family office launches RIA with Tru Independence

Planner Pamela Perskie's advisory practice, which serves musicians, NBA players and real estate and private equity executives, left Mariner to start its own firm.

By Tobias Salinger
Chief Correspondent

May 2
Retirement

Ask an advisor: How can I diversify when both stocks and bonds are down?

In today's interconnected economy, is there any way to hedge your bets? The experts weigh in.

By Nathan Place
National Reporter

May 1
Retirement

Record inflation has devastated America's retirement savings

A full quarter of American workers cut back on their retirement savings last year, and 12% stopped saving altogether.

By Nathan Place
National Reporter

April 30
Wealth Think Reaping the benefits of personalization in shaky markets

Leaning into the technique and the technology that enables it at scale can differentiate a practice while driving better clients outcomes.

April 28

Adam Grealish

Altruist
Regulation and compliance

M&A boom drives SEC concerns about planners' branch offices

In a new risk alert, the Wall Street regulator warns about lapses with cybersecurity, email and third-party vendors.

By Dan Shaw
Reporter

April 27
Retirement

What makes Generation Z such good retirement savers?

America's youngest investors are far more confident and proactive about retirement planning than previous generations. What's their secret?

By Nathan Place
National Reporter

April 27
Wealth Think Forging client-advisor bonds in a bear market and beyond

Treating the financial plan as an end product instead of a first chapter can impede portfolio performance and erode trust.

April 26

Patrick Hynes

Prudential Advisors

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.