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

The flawed advice being peddled about saving for retirement

Clients can expect investment returns through compounded growth as long as they don’t lose from a market downturn.

By Amanda Schiavo
Associate Editor

June 18
Recruiting

$800M female-led team leaves Merrill to go indie

Sanctuary Wealth firms now have over $10 billion in client assets.

By Bernadette Berdychowski
Reporter

June 18
Going independent

2 Oppenheimer teams with $620M go indie with LPL and Cetera

The regional firm lost three advisors, one of whom joined a group that's added some $1.2 billion in recruited assets and organic growth this year.

By Paola Peralta
Associate Editor

June 18
Retirement scan

Don’t let clients fall victim to these retirement myths

There are dangerous misconceptions that can lead to financial hardships in retirement.

By Amanda Schiavo
Associate Editor

June 17
Branding

'Truist' rebrand prompts lawsuit by N.C. credit union

Truliant Federal Credit Union claims that the BB&T-SunTrust post-merger brand represents trademark infringement and unfair competition.

By Palash Ghosh

June 17
Social Security benefits

Can your clients pass the earnings test?

Especially for couples in which one spouse retires early, savvy planning can translate into thousands of dollars in Social Security benefits.

By Jeffrey Levine
Director of Advanced Planning

June 17
Wealth Think Should you close your planning practice to new clients?

How to know when you’ve reached that just-right size.

June 17

Carolyn McClanahan

Life Planning Partners

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.