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.

Portfolio management

Fidelity CEO says no-fee lineup is aimed at new customers

The firm’s decision to launch a series of no-fee mutual funds had a simple rationale

September 14
What if checking a portfolio’s tax efficiency was as simple as checking a FICO score?

Using this technology, a tax professional can look at clients' effective tax rate for income along with long-term capital gains.

Sponsored by Nationwide Advisory Solutions
Going independent

Wells Fargo woes, bureaucracy spur veteran team’s indie move

Each of the team’s members had 15 years or more experience working at the wirehouse.

By Kerri Anne Renzulli
Contributing writer

September 13
Wealth Think When it makes sense to sell a stock for 80% of its value

The longest bull run in American history makes this environment an opportune one to cash out equity positions.

September 13

Larry Barocas

Snowden Lane Partners
Retirement planning

Early retirement isn't all it's cracked up to be

Careful planning and frugality can lead to early retirement – but only if clients are truly committed to the goal.

By Amanda Schiavo
Associate Editor

September 12
Tax planning

Tax optimization: The new frontier?

Computer algorithms could increase portfolio returns by whole percentage points.

By Jessica Mathews
Associate Editor

September 12
Wealth Think How this advisor is facing down Hurricane Florence

I underestimated Hurricane Matthew. I won’t do the same with this storm.

September 12

Nina O'Neal

Archer Investment Management

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.