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.

Fintech

Betting big on tech to future-proof wealth management

Why planning ahead, spending smart and operating with confidence can help advisors leverage technology to drive growth.

By Justin L. Mack
Former Wealthtech Reporter

April 27
Industry News

Fidelity Investments unveils a crypto option for 401(k) plans

The firm will soon launch a product that will allow 401(k) plan participants to direct a portion of their savings into bitcoin up to a cap of 20%.

April 26
Tax

Tips for financial advisors whose clients face a tax audit

Advisors tend to avoid clients' tax issues when they involve the IRS. It's a missed opportunity to add value.

By Lynnley Browning
Managing Editor

April 26
Wealth management

Branding wealth management for the averagely affluent

Wealth management firms are racing to create distinct images for themselves, with surprising results.

April 25
Strategic planning

Woman-owned IBD changes name as firm’s footprint grows

The new moniker Trutoro reflects a Latin word commonly used by advisory brands and an animal that’s synonymous with investment returns.

By Tobias Salinger
Chief Correspondent

April 22
Wealth Think 4 ways to make your CRM fantasy a reality

Treat the data hub like the complex entity that it is, one requiring constant attention from those operating it in every facet of the business.

April 21

Ernie LaCroix

F2 Strategy
Wealth management

Bank wealth managers must capitalize on internal relationships to compete with RIAs and meet growth targets, report says

Incentives given to commercial bankers to work with and refer business to wealth managers are critical.

By Janice Kirkel
Senior Reporter

April 20

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.