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.

IRAs

Is an ex-spouse entitled to an IRA after divorce?

Always check and update the beneficiary forms.

By Ed Slott
Founder

August 15
Financial planning

Advisors don’t follow their own advice

Can you live up to your own guidance?

By Amanda Schiavo
Associate Editor

August 15
Wealth Think The traps that ensnare planners

Here's what keeps planners from following the advice they give clients.

August 14

Chelsea Emery
Wealth Think Do advisors cave to peer pressure?

Leave this bad influence back where it belongs — in high school.

August 14

Carolyn McClanahan

Life Planning Partners
Fee-based compensation

Kitces: AUM or AUA? Structuring the proper fee

Non-discretionary accounts may comprise the bulk of a client’s net worth, but are traditionally out of an advisor’s sphere of influence.

By Michael Kitces
Head of Planning Strategy

August 10
Regulation/Compliance

Time to call clients: The IRS has targeted 'crack and pack' loophole

Here’s what advisors need to know about the 20% qualified business income rule.

By Ed Slott
Founder

August 9
Wealth Think The dangers of non-planners owning planning firms

I’ve been watching, with increasing dismay, the trend of outside investors taking ownership of advisory firms.

August 9

Bob Veres

Financial Planning

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.