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.

Retirement

How online Social Security tools could help retirees avoid a ‘time tax’

A lack of awareness that web services are available turns out to be the most commonly cited reason for calling or visiting an SSA office.

By Tobias Salinger
Chief Correspondent

January 5
M&A

RIA deals smash another record, but things are still only starting, DeVoe says

DeVoe’s lookback at 2021 reveals trends and surprises.

By Lynnley Browning
Managing Editor

January 5
Wealth Think 4 lessons on scaling an advisory practice from former Vanguard CEO Bill McNabb

Relationships, simplicity and a little hard work can go a long way.

January 3

Dasarte Yarnway

Altruist
Industry News

JPMorgan, Goldman Sachs, Morgan Stanley and others delay return to offices in face of COVID

Wall Street’s push to refill office towers across the country has been derailed again.

January 3
Wealth Think The great rebalancing debate: What’s the best approach going into 2022?

We can all agree that rebalancing is key to good risk management but there is no universal agreement on the best way to approach the process.

December 26

Ryann Ramos

Advyzon
ESG

ESG experts warn of fundamental problem with trillions in investments

Local companies and organizations can spread capital much better than global corporations and institutions, according to practitioners in the field.

By Tobias Salinger
Chief Correspondent

December 22
Industry News

When will other wealth managers surpass the wirehouses? Soon.

The traditional brokerages have yet to relinquish their leading share of client assets, according to a new Aite-Novarica Group report.

By Tobias Salinger
Chief Correspondent

December 22

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.