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.

Client communications

Most outrageous client requests

Planners share their favorite out-of-left-field appeals for advice.

By Amanda Schiavo
Associate Editor

February 4
Corporate ethics

Wells Fargo bends in latest scandal response

The bank pledges to handle customer complaints better and reexamine its lending practices.

By Kevin Wack
Banking Editor

February 4
RIAs

Toughest thing for RIA founders? Name their practice

Tradition, trust and Google all factor into the choice.

By Andrew Welsch
Former Managing Editor

February 4
Recruiting

$1B team defection from Wells Fargo is big win for indie firm

The team joined AdvicePeriod, which has more than two dozen advisors and $2.2 billion in AUM.

By Andrew Welsch
Former Managing Editor

February 4
Compliance

CFPs' info on blockchain ... what’s that about?

All 83,000 CFPs certification information is now published via the same technology that underlies fast-proliferating cryptocurrencies.

By Ann Marsh

February 1
Fintech

Betterment adds Philadelphia office, fueled by growth and recruiting drive

The robo advisor scouted several cities for a second location apart from its New York City headquarters.

By Jessica Mathews
Associate Editor

January 31
Client communications

Should your firm hire a life coach?

A psychologist or therapist on staff can help advisors connect with clients who are going through a major life event.

By Amanda Schiavo
Associate Editor

January 31

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.