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

Pathstone acquires $35B trust firm amid industry's estate planning push

Independent financial advisors and wealth management firms are finding methods of collaborating more closely with professionals from other fields.

By Tobias Salinger
Chief Correspondent

December 8
Fintech

AI, blockchain technology to push the wealth management software market to new heights … eventually.

Plus, fresh tech from Raymond James and why HNW investors are still excited about digital assets.

By Justin L. Mack
Former Wealthtech Reporter

December 8
Wealth management

Ask an advisor: Does my client need a financial planner or a marriage counselor?

For one financial planner, a client's behavior surfaces questions of marital trust and possibly a gambling addiction. Is it time for outside help?

By Nathan Place
National Reporter

December 7
Consumer banking

Wells Fargo's Scharf puts new emphasis on growth

After several years when the scandal-plagued bank was focused on cost cutting, CEO Charlie Scharf indicated Tuesday that the company has opportunities to expand revenue across every line of business.

By Kevin Wack
Banking Editor

December 6
Wealth management

How to run a family office like an Agnelli

The drama with one of the world's wealthiest families is a lesson in intergenerational finance.

December 6
Investments

6 financial planning trends for advisors targeting young investors

The rise of social media "finfluencers" and the tendency of millennials and Gen-Z investors to manage their own money are just two significant trends.

By Courtney Hoff Dockerty
Writer, Growth Content

December 6
Industry News

JPMorgan to boost Latin American private-banking team by 25%

JPMorgan Chase is planning to increase headcount in its Latin American private-banking unit by about 25% next year as the firm looks to attract more clients with $5 million to $25 million to invest at the bank.

December 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.