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 Bezos divorce raises question: How can planners protect HNW clients?

Knowledge of ERISA, QDROs, DBAs and other retirement plans can avoid costly mishaps.

January 10

Stacy Francis

Francis Financial
RIAs

LPL’s largest hybrid RIA offers new home for wirehouse teams

Private Advisor Group is “cautiously optimistic” it could recruit a dozen teams with about $500 million in AUM each this year, an executive says.

By Tobias Salinger
Chief Correspondent

January 10
Recruiting

Carson scoops $500M advisor from Wells Fargo

Talent appears to be pouring from the wirehouse as more planners exit.

By Amanda Schiavo
Associate Editor

January 9
High net worth

What’s behind Addepar’s latest executive hires

Sustaining growth will become an increasing challenge, says the firm’s incoming chief revenue officer.

By Sean Allocca
Former Associate Editor

January 9
Portfolio diversity

Best way to counter a client’s ‘sell everything’ call

This analysis may help calm jittery clients when their portfolios take a sharp downturn.

By Craig L. Israelsen
Executive-in-Residence

January 8
Client strategies

Voices: Should planners recommend genetic testing to clients (or do it themselves)?

When trying to predict and plan for Alzheimer’s, diabetes and other genetic diseases, certain tests seem attractive. Are they worth the time and money?

By Carolyn McClanahan
Director of Planning

January 7
High net worth

Advisors should change fee structures to attract next-gen clients

Planners appear to be breaking away from the AUM fee structure.

By Amanda Schiavo
Associate Editor

January 7

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.