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.

Home prices

Clients dreaming of buying a home? It’s cheaper to rent in these markets

Being a homeowner may not be the most cost efficient move in some areas.

By Amanda Schiavo
Associate Editor

January 15
Independent advisors

Kitces: Why the market for advisors has never been better

The research firm’s headcount and related job forecast are based on a highly elastic idea.

By Michael Kitces
Head of Planning Strategy

January 14
Asset management

Fink protégé ascends as BlackRock grapples with growth

Mark Wiedman’s takeover as head of international and corporate strategy could be a sign of larger changes ahead, a memo suggests.

January 14
Client communications

Thrifty squirrels teach financial literacy in Edelman's first children's book

The advisor and best-selling author co-wrote a fable with his wife after writing several books targeted at adults.

January 11
Recruiting

$250M UBS team launches RIA to expand services

Advisors Daniel Conners and Michael Crawford were looking for new tech and more comprehensive planning offerings for their clients.

By Jessica Mathews
Associate Editor

January 11
Portfolio management

Millennials show increasing interest in impact muni bonds

Muni bonds are giving younger investors the opportunity to put their money to work in ways that they value.

By Sarah Wynn
Reporter

January 11
Recruiting

Ameriprise hires $182M Hilliard Lyons team ahead of acquisition by Baird

This is the first career move by Angie Messer and Greg Rust, who worked at the regional BD for 10 and 27 years, respectively.

By Andrew Welsch
Former Managing Editor

January 10

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.