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.

Wealth Think Trapped inside a confining trust

Picking up on a client's unspoken wishes led an advisor to an unexpected asset allocation — one that benefited the client's daughter.

April 4

Kimberly Foss

Mercer Advisors
Partner compensation

Kitces: Will scale really boost your firm's bottom line?

There’s a lot to be said for being lean and mean.

By Michael Kitces
Head of Planning Strategy

April 3
Retirement planning

Testing Warren Buffett’s suggested retirement portfolio

The famed investor recommends 90% large-cap U.S. stock and 10% short-term government bonds. Is it a crazy idea?

By Craig L. Israelsen
Executive-in-Residence

April 3
Fee-based compensation

Why Ric Edelman went all in on fee-only planning

After 30 years and a monster merger with Financial Engines, the firm is doubling down on its AUM fee structure.

By Sean Allocca
Former Associate Editor

April 3
Client communications

Why advisors must adapt to a new investor: Q&A with In|Vest speaker, RBC Wealth’s Amit Sahasrabudhe

It’s not the traditional client base of the aging baby boomer anymore, says the firm's head of technology.

By Sean Allocca
Former Associate Editor

April 3
Client retention

Is new Citi planning tool late to the game?

About 82% of financial advisors are already using financial planning software.

By Jessica Mathews
Associate Editor

April 2
IRAs

Avoid these 7 costly IRA rollover mistakes

Errors are regrettably common. They are also easily avoidable.

By Ed Slott
Founder

April 1

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.