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.

Compensation

How to ask clients for a higher fee

Advisors see raising their rates as a difficult topic to broach, but one RIA coach has a variety of methods for approaching it.

By Tobias Salinger
Chief Correspondent

October 18
M&A

Captrust inks year's third deal, buying $1.4B FCE Group

The deal is Captrust's 31st purchase in the past 12 years.

By Ann Marsh

October 17
Continuing education

Class is in session: Planning professors' book recommendations

Educators at colleges featured in Financial Planning's annual schools list offer up their favorite titles for young and prospective planners.

By Maddy Perkins
Managing Editor, Editorial Operations

October 16
6 Steps to Help Close the Fee vs. Value Perception Gap

Fees at a crossroad revisited

Partner Insights from SEI
Next Wave of Advice Management

The future of planning is here. How to embrace it in today’s client-centric world.

Partner Insights from SEI
Recruiting

LPL grabs Waddell & Reed team as part of $795M haul

The practice transitioned in a week in which 15 advisors joined their new firm in three separate moves.

By Tobias Salinger
Chief Correspondent

October 15
RIAs

From pro athletes to Microsoft: Can niches pay off for these 4 RIAs?

Whether targeting baseball players or tech execs, some firms place their bets on a narrow client focus.

By Charles Paikert
Senior Editor

October 14

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.