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.

RIAs

Why associate advisors are being paid 4% less

Hiring choices are having a ripple effect on compensation.

By Paola Peralta
Associate Editor

September 12
Robo advisors

Why a robo advisor wasn't enough for Bok Financial

In addition to launching an automated investing app, the bank created a dedicated advisor unit to provide personal service to customers when they need it.

By Sean Allocca
Former Associate Editor

September 11
M&A

Kestra RIA M&A arm makes first pair of deals

The independent broker-dealer has launched subsidiary Bluespring Wealth Partners, which promptly snapped up two practices with $550 million in client assets.

By Paola Peralta and Tobias Salinger

September 11
Wealth Think How to pick the best successor for your firm

Revenue numbers take a back seat to cultural and leadership intangibles when selecting a partner who will preserve your firm's value and carry it into the future.

September 9

Kelli Cruz

Cruz Consulting Group
Wealth Think The dos and don’ts of naming an RIA

Sounds simple in theory, but when it comes to naming an RIA there are plenty of options to consider.

September 9

Gordon Abel

Dynasty Financial Partners
Retirement scan

The big mistake hurting clients at the start of retirement

Underestimating their needs, many make decisions that are suboptimal or worse.

By Amanda Schiavo
Associate Editor

September 5
Artificial intelligence

'Hey Google, check my balances:' More voice tech coming to RIAs

Barriers to adoption for RIAs include security concerns and fear of increased client anxiety.

By Jessica Mathews
Associate Editor

September 5

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.