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

Yale happiness scientist: How wealth advisors can lead with emotions

Here's why unplugging from your devices during the upcoming holidays can help your career, and four other insights from Emma Seppälä, a happiness researcher at Yale.

By Victoria Zhuang
Reporter

December 13
Cryptocurrency

How crypto knowledge gives advisors a competitive edge, even if they hate the asset

Experts say you don't have to buy in. But being able to skillfully navigate crypto conversations with clients can help you and your firm cash out.

By Justin L. Mack
Former Wealthtech Reporter

December 13
Risk

How financial advisors should talk to clients about the crypto crisis

Planners should start with the basics then take a longer-term view, according to a panel at FP's INVEST: Cryptocurrency for Advisors conference.

By Tobias Salinger
Chief Correspondent

December 13
Wealth management

Financial Planning wants to answer your questions about crypto at new event for advisors

The free, two-day digital event features 10 sessions and 30 speakers tackling the burning questions about digital assets that matter most to financial advisors.

By Justin L. Mack
Former Wealthtech Reporter

December 9
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

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.