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.

IPOs

What to do when your client is IPO crazy

Advisors share their tips to avoid the frenzy over Slack, Uber and the next big thing.

By Graison Dangor
Former associate editor

April 30
Independent BDs

Bill Hamm shrugs off LPL recruiting, eyes ‘clear distinction’ in IBD launch

Independent Financial Partners aspires to be a “very, very small agent for change.”

By Tobias Salinger
Chief Correspondent

April 30
Diversity and equality

Women are not a niche: Why financial advisors must look beyond gender

It's vital that planners recognize how women's planning needs are different from men's — while being careful not to lump them into a singular group.

By Maddy Perkins
Managing Editor, Editorial Operations

April 30
Marketing

Kristen Capuano, Top Women in Asset Management Awards winner

Since joining the firm more than a decade ago, Kristen Capuano says her team has grown five-fold and now "handles all of our performance reporting.”

By Andrew Shilling
Manager, Editorial Operations

April 30
Asset management

Wells Fargo to redesign asset management brand: News Scan

The firm hopes the changes reflect its image as a “powerful, innovative and unified provider” of investment products, according to co-CEO Nico Marais.

By Lavanya Nair and Daniel Kuhn

April 30
Wealth Think Should advisors categorize their clients by gender?

Shoehorning them into certain categories can lead to bias and crimp firm growth.

April 30

Chelsea Emery
Digital marketing

JPMorgan's snarky tweet about financial wellness draws swift backlash

Bank critics and some lawmakers quickly seized on a tone-deaf posting by JPMorgan Chase that was designed to tout the virtues of saving money.

By Suleman Din
Technology Editor

April 29

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.