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.

RIAs

RIAs have a COO problem. Outsiders can fix it.

Growing firms need professional management, but chief operating officers with advisory experience are hard to find.

By Charles Paikert
Senior Editor

December 12
Divorce

Hurry up — Get your clients divorced

After Dec. 31, spouses responsible for paying alimony won’t get a tax deduction, due to a change under the Tax Cuts and Jobs Act.

By Jessica Mathews
Associate Editor

December 11
Retirement scan

How your client might lose Social Security benefits

Lower-earning spouses who took time off to raise children or care for an aging parent may not be eligible based on the taxes they paid into the system.

By Jessica Mathews
Associate Editor

December 11
Independent advisors

List 19 trends to watch in 2019

Macroeconomic trends and matters of convenience will move advisors, assets and markets next year in the ever-changing wealth management space.

By Tobias Salinger
Chief Correspondent

December 11
Wealth Think Recruiter’s prediction: Where advisors will go in 2019

Six major trends to watch next year include M&A and the breakaway broker movement.

December 10

Mindy Diamond

Diamond Consultants
Client communications

Happy, merry, holly, jolly gifts for clients

Advisors share the individual presents they send investors for the holidays.

By Amanda Schiavo
Associate Editor

December 10
Asset management

Asset managers team up to pressure governments on climate change

Climate change could cause economic damage that threatens their holdings.

December 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.