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.

Blockchain

Wall Street giants spy opportunities rising from FTX ashes

From BNY Mellon to the mutual fund giant Fidelity Investments, BlackRock and Nomura Holdings, members of the Wall Street establishment are planning for a future in digital assets.

January 30
Professional development

CFP Board seeks to unleash the beauty of planning careers

The certifying group says a change in its tax-exempt status will let it communicate to the public everything financial planning, from advisor salaries to the profession's accommodating hours.

By Dan Shaw
Reporter

January 27
M&A

7 steps for resilient growth in turbulent markets, from McKinsey

Market appreciation and interest rates have masked the "accelerating disruptions" that will yield winners and losers in wealth management.

By Tobias Salinger
Chief Correspondent

January 27
Regulation and compliance

Morgan Stanley fines employees over messaging breaches

The Wall Street firm is among the big-name companies that are in hot water with te

By Tom Metcalf and Joyce Koh

January 27
Artificial Intelligence

How advisors are leveraging AI for an unfair advantage

FP Alpha CEO Andrew Altfest and T3 Founder Joel Bruckenstein explain how AI is being leveraged by tech-savvy advisors, and where it may go next.

By Justin L. Mack
Former Wealthtech Reporter

January 26
Retirement

Work is the new retirement, even for the rich

A Nationwide survey suggests that a hefty chunk of America plans on working longer.

By Lynnley Browning
Managing Editor

January 25
Fintech

Majority of firms consider digital transformation their top strategic priority

A new report from Broadridge Financial Solutions also indicates enthusiasm for AI is high, but buy-in on the metaverse remains low.

By Justin L. Mack
Former Wealthtech Reporter

January 25

Resources

The latest Financial Planning research and discussion:

Web Seminar A holistic approach to delivering advisor alpha

Markets will move. Strategies will evolve. But the real differentiator? How you show up for your clients.

Partner Insights from eMoney Advisor
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

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.