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.

Going independent

In sign of fiduciary shift, sister-brother team launches indie RIA with Dynasty

The ex-Northwestern Mutual advisors dropped their broker registrations, selecting the TAMP and platform’s services in the process.

By Tobias Salinger
Chief Correspondent

December 2
Wealth Think Google vs. financial advisors

Do planners offer enough value to keep tech companies and automated advice at bay?

December 1

Carolyn McClanahan

Life Planning Partners
Wealth Think The most transformative software for advisors?

These tools will revolutionize … Wait. No. These tools will help financial planning evolve.

December 1

Chelsea Emery
Fintech

Tech Survey: Robos were expected to overtake planning. Here’s what actually happened

The success of automated advice will depend on its ability to transform from a direct-to-client platform into a bionic advisor toolkit.

By Sean Allocca
Former Associate Editor

December 1
AT Think The financial planner in times of trouble ...

In volatile markets, client education and constant communication are ke

November 29

John P. Napolitano

Napier Financial
Atria Wealth Solutions

Seeking to be ‘the best, not the biggest,’ Atria to buy fifth midsized IBD

The PE-backed wealth management holding company will grow to 2,500 advisors upon closure of its latest acquisition.

By Tobias Salinger
Chief Correspondent

November 26
High marks for clients' retirement savings; insurance coverage, not so much

The latest Financial Wellness Report reveals client preparedness for ageing and emergencies.

Sponsored by ADP Accounting

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.