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

What Ron Carson learned from overseeing 25,000 retirement plans

A client's retirement savings depends on four key factors, says the leading RIA executive.

By Graison Dangor
Former associate editor

July 1
RIAs

Kitces: The skills client-facing advisors need most

It’s not as easy as hanging out a shingle. Advisors and back-office employees need to master certain traits.

By Michael Kitces
Head of Planning Strategy

June 28
Career moves

Royal Alliance team's move to Cadaret helps fuel Atria's $15B expansion

Twelve advisors join the Atria-owned IBD after logging just over a year at their old firm.

By Paola Peralta
Associate Editor

June 28
Recruiting

Raymond James adds $420M wirehouse advisors

The independent broker-dealer has seen significant growth in the last three years.

By Paola Peralta
Associate Editor

June 27
Retirement scan

These Social Security myths could harm clients' retirement plans

Careful planning can help prevent them from shrinking their benefits based on misperception.

By Graison Dangor
Former associate editor

June 27
Employee terminations

Fired star UBS advisor starts second act with Dynasty

Craig Findley once helped oversee a 36-member team that managed more than $6 billion.

By Andrew Welsch
Former Managing Editor

June 27
Retirement scan

Gender gap in retirement savings is a huge problem

Single women in their early 60s have saved roughly $37,000 less than men.

By Graison Dangor
Former associate editor

June 26

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.