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.

Asset management

Asset managers recognized for innovation

Standout firms and individuals were awarded by NICSA their efforts in transforming industry operations.

By Andrew Shilling and Rebecca Stropoli

October 11
Natural disasters

Ease the tax impact of natural disasters

Advisors can help by being familiar with tax relief options that might be available to affected clients. Here's what to look for.

By Ed Slott
Founder

October 10
Robo advisors

Advisor recruiting intensifies among hybrid robos

As digital advice blends with traditional human services, firms are looking to expand into technology hubs around the country.

By Sean Allocca
Former Associate Editor

October 10
Recruiting

IBD rebrands under new ownership, grabs teams from Cetera and LPL

Sterne Agee changed its name after Stifel sold the firm in 2016 to INTL FCStone for about $50 million.

By Tobias Salinger
Chief Correspondent

October 9
Independent BDs

Cetera builds out recruiting team, advisor support after Genstar deal

The private equity firm completed the largest IBD purchase of the year by acquiring the majority of the 7,700-advisor network.

By Tobias Salinger
Chief Correspondent

October 9
Wealth Think Call to action for RIA custodians

Although these firms provide the RIA industry a lot of support, they could be doing more.

October 9

Allan Boomer

Momentum Advisors
Purchasing power

12 cities where clients should fear a housing bubble the most

A housing bubble might be brewing in these 12 cities.

By Paul Centopani
Reporter

October 9

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.