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 scan

Baby boomers consider moving to be near grandkids

Some plan to downsize to an inexpensive town nearby.

July 15
Recruiting

6 years after launching with 12 advisors, LPL RIA-OSJ tops 200 reps

Independent Advisor Alliance also started a robo advisor under Betterment for Advisors after adding more than $2 billion in assets over the past 12 months.

By Tobias Salinger
Chief Correspondent

July 15
IRAs

The dangers of IRA-owned real estate

They may look good on paper, but such investments also come with thorny challenges.

By Jeffrey Levine
Director of Advanced Planning

July 15
Robo advisors

Voya Financial voyages into hybrid robo advice

The independent broker-dealer differentiates itself from competitors by offering an active portfolio and by giving access to advisors rather than clients.

By Bernadette Berdychowski
Reporter

July 15
Housing markets

12 markets on the brink of a housing bubble this summer

Home prices are outpacing wages in about 40% of markets, while 61% were less affordable than the historic average, data shows.

By Elina Tarkazikis
Reporter

July 15
High net worth

Advisors’ new toolkit: Biometrics, risk algorithms and machine learning

Hyperpersonalization delivered via improved technology is critical for client relations, a new report says.

By Charles Paikert
Senior Editor

July 15
Portfolio diversity

When a client asks: 'Why isn't my portfolio performing as well as the S&P 500?'

This basketball analogy can help you explain how portfolio diversification works across multiple asset classes.

By Craig L. Israelsen
Executive-in-Residence

July 12

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.