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.

Fintech

Fintech referral platform eyes Gen X clients

The network connects advisors with clients whose financial needs have been overlooked, says the firm's CEO.

By Bernadette Berdychowski
Reporter

July 5
Retirement scan

How gig economy clients can save for retirement

Those with 1099 income have several tax-advantaged options.

By Graison Dangor
Former associate editor

July 5
Wealth Think ‘Nothing could be further from the truth': Rebuttal to op-ed on CFP Board

Should the board use 1% of its budget for its own oversight? A former board chairman responds to this proposal.

July 5

Ray Ferrara

ProVise Management Group
Retirement scan

A different take on taxes for clients planning to retire early

These super savers have a few tricks up their sleeves to reach their goals.

By Amanda Schiavo
Associate Editor

July 3
Retirement scan

4 expensive IRA rollover tax traps and how to avoid them

An otherwise simple strategy has many pitfalls.

By Graison Dangor
Former associate editor

July 2
RIAs

Why advisors 'must love technology more than they fear change'

Digital transformation will only accelerate, a technology consultant tells wealth managers.

By Charles Paikert
Senior Editor

July 2
Wealth Think The Reg BI requirement you really need to worry about

It's the first significant regulatory filing requirement for RIAs in more than a decade.

July 1

GJ King

RIA in a Box

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.