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.

Politics and policy

House finance diversity panel gets axed by new leadership

Democrats contend Finance Committee Chair Patrick McHenry has made the regulation of digital assets a priority over industry diversity.

By Dan Shaw
Reporter

February 2
Fintech

eMoney readies advisors for filing season with addition of new tax planning features: Wealthtech Weekly

Upgrades to eMoney Advisor allow advisors to demonstrate Roth conversions and support SECURE Act 2.0 changes.

By Justin L. Mack
Former Wealthtech Reporter

February 2
Wealth management

Ask an advisor: We just got married. Should we combine our finances?

Two newlyweds in New York share everything but their bank accounts. Are they missing out on financial benefits?

By Nathan Place
National Reporter

February 2
Top 40 Under 40

These are the top 40 regional brokers under 40 in 2023

Financial Planning announces its 2023 class of the top 40 most productive employee brokers under age 40 at regional firms.

By Victoria Zhuang
Reporter

February 1
Top 40 Under 40

These are the top 40 brokers under 40 in 2023

Financial Planning announces its 2023 class of the top 40 most productive employee wealth management brokers under age 40.

By Victoria Zhuang
Reporter

February 1
Wealth management

7 notable developments for advisors with wealthy clients

New IRS rules that allow a surviving spouse more time to file for an estate tax benefit and higher audit rates for wealthy individuals are just two developments for advisors to note.

By Stewart Bowling
Editor, Growth Content

February 1
Wealth management

A family's 'Shining Legacy' and untold stories of Black wealth

Sisters Jewel Waller Davis, Joyce Waller Baden and Betty Waller Gray reflect on the financial lessons of their family's 120-year-old business and proud history.

By Tobias Salinger
Chief Correspondent

February 1

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.