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 How to advise HNW clients about high-impact philanthropy

The ultra-wealthy say they want to achieve more, yet currently give only 1.2% of their assets to charity. How can advisors help?

November 21

Susan Wolf Ditkoff

Bridgespan Group
Wealth Think Building trust in ‘fake news’ era

In today’s world, you can count on clients and prospects to question your motives, challenge your facts and respond emotionally, not rationally.

November 20

John J. Bowen Jr.

CEG Worldwide
Robo advisors

A tale of two Vanguards? Digital growth exposes risk to incumbents

Brand recognition provides an edge in digital wealth management, but offers little protection when tech issues strike.

By Sean Allocca
Former Associate Editor

November 20
Venture funding

Why does Acorns need more funding?

The cost of acquiring small account customers and pressure from incumbents quickly developing their own digital brands may be weighing on the popular app.

By Nathan DiCamillo

November 20
Digital marketing

Advisors not in the digital space ‘don’t exist’: Q&A with In|Vest speaker, Schwab’s Susan Forman

There are three industry myths about being online that advisors must overcome, says Schwab’s senior vice president for institutional marketing services.

By Ann Marsh

November 20
Philanthropy

Clients are still in the dark on charitable giving

If they’re just writing checks, “that’s coming directly out of their cash flow,” one expert says.

By Amanda Schiavo
Associate Editor

November 20
Wealth Think How the gig economy is changing retirement planning

Contract work, consulting or smaller part-time jobs can help clients reduce withdrawals early in their retirement years. But have advisors kept up with the complexities of these strategies?

November 20

Nina O'Neal

Archer Investment Management

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.