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.

RIAs

3 growth secrets of 'standout' RIAs

Firms that generate 75.5% profit margins are hiring, buying and automating, according to FA Insight.

By Bernadette Berdychowski
Reporter

June 6
Mobile technology

Why wealth apps get poor marks for client satisfaction

The mobile technology came in last in a new J.D. Power survey.

By Sean Allocca
Former Associate Editor

June 5
Independent advisors

Ameriprise surges to 10K advisors on reverse and wirehouse breakaways

The BD’s employee channel is attracting more independent reps through offerings like technology and practice acquisition support.

By Tobias Salinger
Chief Correspondent

June 4
Selfie

Admitting my mistakes to clients made me a better planner

Sharing an uncomfortable personal story can forge a lasting bond.

By Joel Roberts
COO

June 4
Retirement scan

Clients don’t need to be millionaires to retire comfortably

Living a luxurious lifestyle for less is a possibility — provided retirees are willing to move overseas.

By Maddy Perkins
Managing Editor, Editorial Operations

June 4
Wealth Think Why we changed the name of our IBD rankings

Independent broker-dealers have changed with the times. Our annual ranking has, too.

June 3

Chelsea Emery
M&A

Pershing’s Tibergien warns RIAs not to rely on M&A for growth

Warning: Advisory firm buyers may be purchasing a depleted oil well.

By Jessica Mathews
Associate Editor

June 3

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.