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

Subscription fees may mean higher costs for clients: Q&A with In|Vest speaker Jon Stein

The Betterment chief dishes on why flat fees may just be a “thing of the moment.”

By Sean Allocca
Former Associate Editor

April 17
Earnings

Merrill Lynch advisors notch record client acquisition

The firm is benefiting some referrals from Bank of America’s other business units.

By Andrew Welsch
Former Managing Editor

April 16
Clearinghouses/custodians

Are you big enough for the custodians?

Startup or low-AUM firms have options outside of the big four.

By Jessica Mathews
Associate Editor

April 16
Cyber security

Voices: Why purge is the next cyber buzzword

In a day when information is the lifeblood of business, you’re an information fiduciary as well.

By Maree Moscati
CEO

April 16
Retirement scan

Are clients ditching their 401(k) contributions?

Clients are increasingly favoring accounts suited for emergency spending, research shows.

By Jessica Mathews
Associate Editor

April 15
Purchasing power

12 cities where homebuying clients get the best value

With flat housing prices and low mortgage rates, now may be an ideal time to buy.

By Paul Centopani
Reporter

April 15
Portfolio construction

ETFs for dividend-thirsty clients — albeit with greater risk

Still, some products with higher yields also have higher Sharpe ratios. Could that indicate better risk-adjusted performance?

By Joseph Lisanti
Contributing Writer

April 15

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.