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.

Branding

Beyond 'Truist': A brief history of unusual bank brands

"Truist" was roundly mocked when it was unveiled as the name of the merging BB&T and SunTrust, but it’s hardly the first bank moniker to elicit a "huh?" from critics.

By Alan Kline

June 16
Retirement scan

Tips to prepare your clients’ for retirement abroad

Review the tax treaty between the U.S. and their new country to determine where they should pay the tax bill on their retirement income.

By Amanda Schiavo
Associate Editor

June 14
Annuities

Is now the time to flip the script on annuities?

There's a lot to navigate when it comes to assuring clients that the benefits outweigh the headaches.

By Maddy Perkins
Managing Editor, Editorial Operations

June 14
Wealth Think Stop pricing fees like airline tickets

Advisors will find the lowest, near-zero fund. Do they read the fine print?

June 13

John Anderson

SEI Adviser Network
Retirement scan

Why advisors may urge retirees to load up on equities

Clients may be better off boosting their equity allocation if they have a safety net in the form of assets that provide guaranteed income.

By Amanda Schiavo
Associate Editor

June 13
Client strategies

A financial planner who also helps arrange travel?

As robos take over investment management tasks and younger clients demand more services, advisors need to reimagine what they offer.

By Chelsea Emery
Senior Editor at Deke Digital

June 13
High net worth

What to consider when building HNW business

Wealthy clients certainly expect more of their advisors — but technology won't do the job on its own.

By Maddy Perkins
Managing Editor, Editorial Operations

June 13

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.