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

What Focus Financial’s earnings say about RIA growth

The New York-based wealth management firm has a twist on a common definition of growth.

By Lynnley Browning
Managing Editor

May 5
Industry News

Snappy Kraken acquires Advisor Websites in push to make planner web pages better

The award-winning advisor marketing technology firm is celebrating a new deal on the eve of its inaugural conference in Las Vegas.

By Justin L. Mack
Former Wealthtech Reporter

May 3
Wealth Think 3 tips for emerging advisors in unstable times

Good client care requires addressing all the emotional layers that come with financial planning.

May 2

Dasarte Yarnway

Altruist
Portfolio management

Voices: The ideal portfolio to survive a bear market

Why now is the time to shift portfolios from risk-on mode to risk-off.

May 2
Industry News

Wealth Briefs: FPA externships open, share-class case settled, CFP pass rates, a succession matchmaking service

These are the bits of news you might have otherwise missed this week in wealth management.

By Editorial Staff

May 1
Wealth management

Vanguard, Schwab, Fidelity top J.D. Power self-directed investor survey; Merrill Lynch and Wells Fargo at bottom

Familiar firms maintain top positions in the annual study, but newer investors are having more problems.

By Justin L. Mack
Former Wealthtech Reporter

April 28
Fintech

8 wealth management takeaways from Arizent’s latest technology research

Developing a future-ready tech strategy can push innovation, growth and your organization forward.

By Justin L. Mack
Former Wealthtech Reporter

April 27

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.