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.

Diversity and equality

Why wealth management's diversity issues go deeper than demographics

Even if headcounts become more diverse, progress will stall if the culture of the industry isn't addressed.

By Justin L. Mack
Former Wealthtech Reporter

October 26
Wealth management

Top 40 Brokers Under 40: Call for nominations

We are now accepting nominations for two prestigious rankings: Top 40 Brokers Under 40 and Top Regional Brokers Under 40.

By Victoria Zhuang
Reporter

October 25
Tax

Want a big tax break for a Porsche? Better move fast

A lucrative deduction for luxury vehicles used at least half the time for business will start tapering come 2023.

By Lynnley Browning
Managing Editor

October 25
Industry News

Fidelity deepens crypto push with 100 more hires for unit

Fidelity Investments is hiring an additional 100 people for its digital assets unit, stepping up an expansion that started in May and taking advantage of turmoil among crypto firms to lure talent.

October 24
Crypto Explainers

Crypto exchanges, custodians and brokers

While cryptocurrency is more modern than traditional finance, it shares some aspects of traditional finance including exchanges, custodians and brokers. Part 4 of series.

October 24
Retirement

4 ways to tell your kids the truth about your retirement savings

Revealing how much you've really saved — or haven't — can be uncomfortable. Fortunately, experts have some tips on how to do it.

By Nathan Place
National Reporter

October 21
Technology

Zoom, Teams, Slack are wreaking havoc on employee productivity

The explosion of software is cutting into workers' ability to get anything done.

October 21

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.