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.

Client acquisition

7 steps to attract younger clients

Lose the jargon, get more digital and tone down the retirement talk.

By Jessica Mathews
Associate Editor

May 11
Wealth Think The Broker Protocol is out of date and we should change it

The current arrangement is anti-fiduciary and could put a drag on the wealth management boom, writes Kevin Armstrong.

May 9

Kevin Armstrong

Docupace
Going independent

Sanctuary reaches 50 teams after adding largest wirehouse breakaways

The team managed $1.5 billion in client assets with Merrill Lynch, and they chose an RIA with ties to the wirehouse working in its favor.

By Tobias Salinger
Chief Correspondent

May 7
Wealth Think 5 biggest mistakes wealthy investors make

Diversification doesn't mean duplication and more advice isn't always better, write Whitney Solcher and John Ulrich.

May 7

Whitney Solcher

Ulrich Investment Consultants
Practice management

In a virtual world, advisors need to curate their digital personas

Be who you are online, but not too much, experts say.

By Chana Schoenberger
Editor-in-Chief

May 6
M&A

Creative Planning acquires $5B RIA in firm’s largest deal yet

Peter Mallouk’s firm made its second multi billion-dollar deal in three months after its first private equity infusion last year.

By Tobias Salinger
Chief Correspondent

May 5
ESG

Is ESG reporting ready for its closeup?

Questions remain about how advanced standards, frameworks and systems are.

By Michael Cohn
Editor-in-chief, AccountingToday.com

May 3

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.