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

Morgan Stanley, UBS recruit advisors with $1.5B in combined AUM

The new hires come almost a year after the two firms quit the Broker Protocol.

By Andrew Welsch
Former Managing Editor

October 5
Client relations

Why 50 clients is the new 100

Advisors can prune their practices to focus on the most profitable individuals — but it takes more than just time.

By Michael Kitces
Head of Planning Strategy

October 5
Client retention

Confronting clients makes them like you more. Really

Advisors are more successful when they challenge discrepancies and help to resolve that conflict, a new study finds.

By Kerri Anne Renzulli
Contributing writer

October 5
ESG

‘Stand up to Donald Trump’ blends portfolios with politics

Amid a polarized climate, one firm is giving some clients what they've asked for.

By Sean Allocca
Former Associate Editor

October 4
Wirehouse advisors

20-year Merrill Lynch advisors go indie with former colleague's help

Martin Rice and his partner Beau Barrett joined a network launched by Rice’s old training partner, Jim Dickson.

By Jessica Mathews
Associate Editor

October 4
Client acquisition

Clients care about your credentials more than you think

Clients want to know all about your experience, a new survey from Charles Schwab finds.

By Kerri Anne Renzulli
Contributing writer

October 2
Growth strategies

Merrill underlines new growth strategy focused on rural America

Most of the 150 markets are in areas 30 miles away from the nearest Bank of America branch.

By Jessica Mathews
Associate Editor

October 2

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.