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.

Wealth Think Empathy can't be automated — neither can financial guidance

Artificial intelligence isn't an algorithmic takeover but an essential wealth management tool.

December 2

Ronak Amin

Aidentified
Technology

Behind UBS' AI strategy to win wallet share, client leads

UBS chief data and analytics officer Joe Cordeira says AI won't replace advisors. But it can help them by providing little nudges to do everything from rebalancing a portfolio to wishing a client happy birthday.

By Dan Shaw
Reporter

December 1
Industry News

6 trends supercharging industry consolidation in 2025

One of the most consequential M&A deals in years leads this roundup of the many ways big independent firms grew in 2025 and how they plan to continue growing in 2026.

By Tobias Salinger
Chief Correspondent

November 28
Wealth Think How tiny shifts in advisor phrasing can improve client outcomes

Advisors who reframed strategic decisions shifted investor perceptions of identical financial results, research shows; here's what that means for retirement planning.

November 26

Matt Sommer

Janus Henderson Investors
RIAs

Goldman, Wells Fargo scout RIA movement for new business opportunities

With the rapid growth of the RIA industry, large wealth managers are increasingly finding ways to make money by supporting independent advisory practices.

By Dan Shaw
Reporter

November 26
RIA Leaders 2025

RIA Leaders: Top 10 firms by number of financial advisors for 2025

Savant Wealth Management, Moneta Group Investment Advisors and EP Wealth Advisors lead a group of fee-only firms with headcounts well above their peers.

By Tobias Salinger
Chief Correspondent

November 25
Professional development

Know Your Niche: Serving LGBTQ and special needs families

Mindy Neira found that embracing her passions helped build a niche that fulfills her.

By Brian Wallheimer
Editor-in-chief

November 25

Resources

The latest Financial Planning research and discussion:

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.