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.

ESG

An investing strategy that could help sustain deeper client relationships

An alphabet soup of confusing terminology is hindering clients and advisors from identifying portfolio opportunities.

By Andrew Welsch
Former Managing Editor

September 19
IRAs

The No. 1 IRA mistake

Avoiding this oversight can save clients from costly and painful legal battles after a loved one has passed away.

By Ed Slott
Founder

September 18
Wealth Think Looking for capital? 5 key sources for RIAs

Aggregators, private equity firms and family offices are all investing in RIAs. Know the key differences between them.

September 18

Brent Brodeski

Savant Capital Management
RIAs

Does Live Oak Bank face a potential conflict of interest?

Amid industry concerns, the largest RIA lender promises not to share data between the bank and its new wealth firm.

By Charles Paikert
Senior Editor

September 18
ETFs

Voices: Sparking excitement in lifeless ESG ETFs

Don’t ignore that every generation is into ESG-type issues when they are young.

September 18
CRM systems

Salesforce upgrade takes a page from Apple's playbook

The customer relationship management platform will now pull all accessible client information into a single dashboard.

By Sean Allocca
Former Associate Editor

September 18
Housing markets

House-hunting clients? Look here for suggestions

Trends show people are buying homes further away from expensive cities.

By Paul Centopani
Reporter

September 18

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.