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.

M&A

James Fisher of FP Transitions on the 3 stakeholders of an M&A deal

The VP of mergers and acquisitions for a leading RIA consultant explains how to identify the best value for owners, employees and clients.

By Tobias Salinger
Chief Correspondent

March 20
Wealth management

Amid banking turmoil, Ric Edelman aims to be the 'Coca-Cola' of crypto education

Consumers and non-advisor professionals can now take advantage of the program, which Edelman argues is timely amid the banking crisis and volatile markets.

By Justin L. Mack
Former Wealthtech Reporter

March 20
Future Proof 2022

Rob Sandrew of Integrated Partners on hitting the industry's constantly moving targets

As Integrated continues its rapid growth, the veteran recruiter says value alignment is much more than a throwaway industry phrase.

By Justin L. Mack
Former Wealthtech Reporter

March 17
Retirement

Scams against retirees soared to 'crisis' levels in 2022

Americans lost 30% more money to scams last year than in 2021. And the biggest losses were from seniors.

By Nathan Place
National Reporter

March 17
Industry News

Soul-searching wealth advisors ponder banking turmoil: Where do I want to work?

Firms across the industry are scrambling to assuage client fears, while others are taking advantage of the frenzy to attract talent. Meanwhile, some advisors are using the moment to reassess what they want professionally.

By Victoria Zhuang
Reporter

March 17
Wealth management

T3 2023 news: Altruist buys SSG, Envestnet upgrades MoneyGuide and more

The annual Technology Tools for Today conference also brought breaking news from FP Alpha, Hubly, CircleBlack and Advyzon.

By Justin L. Mack
Former Wealthtech Reporter

March 17
Future Proof 2022

Lumiant CEO Santiago Burridge says it's time to put advice first and stop boring clients out of their minds

The founder of the family-focused fintech firm said advisors who talk about how great they are make clients tune out.

By Justin L. Mack
Former Wealthtech Reporter

March 17

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.