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.

Diversity and equality

Debt, charity and insurance loom large for affluent Black clients

Here’s what one advisory firm found were the most common financial planning questions among a historically underserved group.

By Tobias Salinger
Chief Correspondent

October 4
Practice and client management

Clients acted more irrationally this year, but advisors got better at talking them down

Behavioral finance techniques were more successful this year in convincing investors to make more logical decisions about money, new research shows.

By Chana Schoenberger
Editor-in-Chief

October 4
Wealth Think The ABCs of cryptoassets for advisors

Not only is it a new asset class, but it’s built upon modern technology that differs from its traditional counterparts.

September 29

Caitlin Cook

Onramp Academy
RIAs

RIA Leaders 2021: The billionaires' RIA flies beneath the radar

A firm with no website and a generic name has served internet pioneers Pierre Omidyar and Jerry Yang for decades.

By Tobias Salinger
Chief Correspondent

September 29
M&A

Advisors in high demand as ultra rich numbers swell

While COVID damaged the economy, it also created a widening pool of super wealthy investors.

September 24
Wealth Think Ready to quit the wirehouse? Factor in these 3 challenges

Whether it’s picking a securities attorney or finding a partner that can provide the service and support you need to transition, due diligence is key.

September 23

Nancy DiBattista

Commonwealth Financial Network
Financial planning

Fewer Black, Asian Americans get financial planning aid: Allianz

Results published Monday show that 46% of White people are working with professionals to plan their finances, while 38% of African Americans, 36% of Asian respondents and 44% of Hispanic people are doing the same.

September 21

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.