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 How market volatility brought me new clients

Frequent communications with clients, candor and reassurance will increase a firm’s credibility and attract new business.

March 26

Eric M. Aanes
Portfolio management

Kitces: Your risk tolerance approach needs an update

It’s crucial to know how much of a drawdown an investor can tolerate before panic sets in.

By Michael Kitces
Head of Planning Strategy

March 25
Recruiting

Securities America's alternate corporate RIA tops $2B with new team

Ladenburg Thalmann’s largest IBD also says it recruited more than 300 advisors with $2 billion in AUM in 2018.

By Tobias Salinger
Chief Correspondent

March 21
CFPs

The wildfires burned – then the planners came

More than 130 survivors of a devastating California wildfire have received pro bono planning services that helped them begin to reassemble their lives.

By Ann Marsh

March 20
Recruiting

Kestra's offerings draw $235M breakaway team

The advisor trio joined the firm after its best recruiting year ever.

By Tobias Salinger
Chief Correspondent

March 20
Artificial intelligence

Stealth disruption is on its way: Q&A with In|Vest speaker Jim Starcev of Nexa Insights

Instead of developing new tools, wealth management innovators will focus on making existing planning tech more efficient.

By Sean Allocca
Former Associate Editor

March 20
Wealth Think Why planners keep getting it wrong on interest rates

Misinterpreting the Fed’s announcements continuously trips up advisors. Here’s what I tell clients who want me to predict the future.

March 20

Allan S. Roth

Wealth Logic

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.