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

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
Professional development

'Some couples would kill each other': How to work with your spouse

Anh Tran and John Wong and four other pairs from wealth management and personal finance shared their best tips for thriving personally and professionally.

By Tobias Salinger
Chief Correspondent

January 6
ESG

Have the crypto and ESG revolutions been canceled?

Crypto and ESG were supposed to transform the finance industry. At the end of 2022, they still hadn't — and prospects look even worse for 2023.

By Nathan Place
National Reporter

January 5
Regulation and compliance

7 crypto developments for advisors working with digital assets

The crypto tax environment, new crypto reporting requirements and a recently launched crypto education resource are among the latest developments in digital assets.

By Courtney Hoff Dockerty
Writer, Growth Content

January 5
Retirement planning

What's coming in 2023? Advisors predict change, not revolution

For the wealth management industry, 2022 was a historically difficult year. How will advisors bounce back in 2023?

By Nathan Place
National Reporter

January 4

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.