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.

Robo advisors

Robos are getting political. Will Wall Street follow?

Aumoted investment platforms are betting investors want to know where companies fall on the political spectrum.

By Sean Allocca
Former Associate Editor

June 26
Client relations

Jumping through hoops: What it takes to consolidate client assets

A better technology strategy may help firms improve walletshare, a new report says.

By Paola Peralta
Associate Editor

June 26
Going independent

$175M UBS team breaks away for ‘concierge level of service’

The team made the transition with Kestra Private Wealth Services.

By Andrew Welsch
Former Managing Editor

June 26
Recruiting

Cetera OSJ nears $1B in client assets on succession-fueled growth

The group added teams from Wells Fargo FiNet and JPMorgan Chase by expanding with an eye toward meeting a need in the marketplace.

By Tobias Salinger
Chief Correspondent

June 26
Retirement scan

The unexpected downsides of early retirement

It's important for advisors to help clients get ready for the side effects of this radical lifestyle change.

By Graison Dangor
Former associate editor

June 25
Independent advisors

Weathering the storm: How advisors prep for a possible recession

Technology and communicating with clients are some ways that firms aim to protect against a potential major market downturn.

By Bernadette Berdychowski
Reporter

June 24
Wirehouse advisors

Wells Fargo, chaperone to breakaway brokers?

Six months in, the wirehouse is taking an unusually hands-on approach in its first foray into the RIA space.

By Jessica Mathews
Associate Editor

June 24

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.