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.

Growth strategies

In wealth management, banks go big or go home

The need for scale is forcing a reassessment of M&A strategy.

By Andy Peters

November 28
Wealth Think Balancing on the founder-successor tightrope

In a perfect world, a negotiated peace will make winners of all parties, including clients.

November 28

Brent Brodeski

Savant Capital Management
Strategic buyers

What’s behind BlackRock’s $123M stake in Envestnet?

The partnership gives the world's largest asset manager access to a “growing but fragmented” set of RIAs, says an executive.

By Sean Allocca
Former Associate Editor

November 27
Purchase

The 10 best days to buy a home

Clients can save an average of $2,500 off the sales price by striking at the right time.

By Paul Centopani
Reporter

November 27
Compliance

Can a pricey bar mitzvah gift break FINRA’s compliance rules?

Be careful when giving gifts over $100 in value.

By Alan J. Foxman
Managing Director

November 27
Wealth Think Who owns clients’ financial data?

Should it be custodians? Or the clients themselves? Bob Veres picks a side.

November 26

Bob Veres

Financial Planning
Tax planning

Thanks to new IRS decree, clients can relax when making large gifts — for now

Still, time is limited. Tell clients they’d better take advantage of the current exemption before it expires.

By Ed Slott
Founder

November 21

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.