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.

Independent BDs

New CEO with ambitious ‘roadmap’ takes over a Ladenburg IBD

An upcoming integration with AdvicePay marks the first step in a series of changes to recruiting and service at KMS under Erinn Ford.

By Tobias Salinger
Chief Correspondent

April 9
Job Posting

FPA revamps job board to help firms lure advisors

The updated site will include more listings as well as opportunities for career coaching.

By Graison Dangor
Former associate editor

April 9
Retirement planning

Planners make the difference in boomer retirement confidence

New survey reveals low savings rates and poor financial literacy on retirement planning, but advisors can help.

By Kenneth Corbin
Contributing Writer

April 9
Wealth Think This client community isn't underserved. It's ignored.

It's time the financial planning industry stops failing deaf clients.

April 8

Matthew Phillips

Trilogy Financial
Wealth Think How financial planning will change by 2039

A trip to the future brought the unexpected, such as the death of advisor marketing and AI-driven monitoring of client finances.

April 8

Bob Veres

Financial Planning
Financial crimes

Is Wells Fargo stuck in the denial stage of recovery?

Since Wells Fargo’s phony-accounts scandal broke in 2016, the bank has appeared contrite in public. In private, it’s a different story.

By Kate Berry
Reporter

April 7
Recruiting

Ex-football star launches new OSJ as Securian pitches indie offerings

A CFP and former NDSU Bison aims to build a planning-based business from the ground up under the IBD’s model.

By Tobias Salinger
Chief Correspondent

April 5

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.