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.

Recruiting

LPL grabs $800M Signator team out of Advisor Group’s incoming crop

The No. 1 IBD’s major spending on recruiting, technology and organic growth is yielding big returns.

By Tobias Salinger
Chief Correspondent

October 30
Gender issues

Women advisors share the tough advice that shaped their careers

Some pointers from colleagues and mentors inspired female planners in unexpected ways.

By Amanda Schiavo
Associate Editor

October 30
Wealth Think Will some IBDs go the way of the VCR?

Seven IBDs turn 50 this year. Here's why most of them won't survive another half-century.

October 30

Chelsea Emery
RIAs

Prepare for clients to live to 120: Edelman

Traditional planning strategies will become obsolete.

By Charles Paikert
Senior Editor

October 30
Retirement scan

Should your client downsize their home in retirement?

Moving could eliminate their mortgage, reduce housing expenses and lower cost of living.

By Jessica Mathews
Associate Editor

October 30
Fintech

Too few advisors in the job market

There’s a fix, but many firm owners are reluctant to make the investment.

By Chelsea Emery
Senior Editor at Deke Digital

October 29
High net worth

The changing face of America’s wealthiest clients

There were 53 new billionaires in the U.S. this year, and 14 of them were women.

By Jessica Mathews
Associate Editor

October 29

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.