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.

Online banking

Wells Fargo glitch causes widespread outage, leaves customers fuming

Customers reported being unable to access online banking, mobile banking or their debit cards.

By Will Hernandez

February 7
Recruiting

Is your RIA hiring? It should be

The next generation of advisors is worth the cost.

By Jessica Mathews
Associate Editor

February 7
Retirement scan

Is this expense killing your retirement budget?

Retirees often underestimate the cost of the second-largest expense for people 65 and older.

By Lee Conrad
Former senior editor

February 6
Wealth Think Wirehouses need an RIA protection strategy

It’s been death by a thousand cuts as a steady stream of top talent strikes out on their own.

February 6

Mark Elzweig

Mark Elzweig Co.
Recruiting

Cetera CEO open to ‘transformative deals’ after recruiting 800 advisors

The past year brought major changes to the IBD network, including the sale of its majority stake and a structural reorganization.

By Tobias Salinger
Chief Correspondent

February 5
Markets and indexes

Some clients sit out best start in stocks since ‘87

Trade tension and a record-long government shutdown have left many in the “more defensive parts of the market,” one TD Ameritrade strategist says.

February 5
Tax planning

Biggest blunders made by high-net-worth families

Professionals from family offices, investment managers, estate planners, art advisors and other disciplines describe mistakes they’ve seen.

February 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.