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.

Fintech

Advisor360° nets wealthtech, fresh faces in first-ever M&A deal

Plus, new deposit tools for J.P. Morgan Wealth Management clients, and Robinhood Retirement goes live.

By Justin L. Mack
Former Wealthtech Reporter

January 13
Fintech

Tech-first RIA startup Savvy Wealth aims to make financial technology work for humans

After ending 2022 with a $11 million capital raise, the two-year-old fintech is kicking off the new year by adding 30 years of wealth management experience to its ranks.

By Justin L. Mack
Former Wealthtech Reporter

January 12
Fintech

Financial advisor Alex Chalekian on helping people understand money

At Future Proof 2022, the founder of Lake Avenue Financial and Futurvest discussed how planners can help his family's effort to boost financial literacy.

By Tobias Salinger
Chief Correspondent

January 12
Marketing

New podcast service to nudge reluctant financial advisors into medium

FiComm Partners and ProudMouth aim to give advisory practices the tools needed to use a relatively untapped form of marketing in the industry to attract clients.

By Tobias Salinger
Chief Correspondent

January 11
Industry News

Janney accelerates HNW plans, hires ex-Envestnet exec for wealth expansion

As the regional firm aims to serve more high net worth clients, it plans to hire 60 experienced advisors this year.

By Victoria Zhuang
Reporter

January 10
Retirement

Surviving succession: Navigating the emotional minefield of transition planning

Transition planning can involve some explosive emotions. Here's how to get through them without blowing up the future.

By Nathan Place
National Reporter

January 10
Fintech

Envestnet labors to fend off escalating revolt by major shareholder

Investment firm Impactive Capital the Envestnet board needs change due to "lack of shareholder" alignment.

By Justin L. Mack
Former Wealthtech Reporter

January 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.