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.

Retirement planning

Even when IRS says yes, company plans may say no

Retirement plans may decline to offer delayed RMDs, plan loans, stretch and hardship distributions and a host of other legally sanctioned tax maneuvers.

By Ed Slott
Founder

February 19
Independent BDs

How can advisors tap underserved communities? LPL wants to know

The No. 1 IBD’s efforts display opportunity amid the shortcomings of an industry still lacking measurable data from some of its largest firms.

By Tobias Salinger
Chief Correspondent

February 19
Retirement planning

Are your clients prepared for emergencies?

The last government shutdown highlighted how many Americans ignore basic planning lessons.

By Amanda Schiavo
Associate Editor

February 19
Millennials

12 most affordable cities for millennial homebuyers

With prices plateauing, the time to purchase a home could be now.

By Paul Centopani
Reporter

February 19
Retirement scan

Why full retirement age is so important for Social Security

Retirees who opt to file at a much later date can earn delayed retirement credits that could boost their benefits by as much as 32%.

By Lee Conrad
Former senior editor

February 15
RIAs

Hanson McClain acquires $235M RIA, seeks national status

The hybrid RIA wants to reach $10 billion in assets within four years.

By Jessica Mathews
Associate Editor

February 15
Going independent

50-year, $800M Wells Fargo team opens RIA

After half a century, Christopher Sargent is making his first career change.

By Jessica Mathews
Associate Editor

February 14

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.