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.

RIAs

Slideshow How RIAs hit new highs — and how they can keep growing

AUM, revenue and client base growth are soaring, but advisors must remain vigilant.

By Charles Paikert
Senior Editor

August 9
High net worth

Slideshow Best neighborhoods to buy real estate

Home buying “usually doesn’t go as smooth as you read in the books,” says one advisor.

By Amanda Schiavo
Associate Editor

August 8
Longevity

Planning challenge: Aging clients, no kids, assisted living required

Planners can help empower clients facing a transition that can feel "lonely and daunting."

By Ann Marsh

August 8
Invest Insights

Betterment’s latest human touch: Coffee with customers

Employees from the independent robo — from marketers to engineers — are being paired up with customers to have informal chats, ranging from improving the user experience to suggesting new financial offerings in the platform.

By Sharon Adarlo
Contributor

August 8
Succession planning

Baird promotes insider as new exec, hires $150M team

The firm, which has opened five new offices and acquired a firm this year, is putting another familiar face on its executive committee.

By Jessica Mathews
Associate Editor

August 7
High net worth

What advisors should know about clients with special needs

Caretakers for those with developmental challenges can feel lost when it comes to their financial options.

By Amanda Schiavo
Associate Editor

August 7
Wealth Think Regional firms are on recruiting hot streak. Here's why

Raymond James, Janney, Ameriprise and Stifel are all racking up impressive hires from the wirehouses.

August 3

Mark Elzweig

Mark Elzweig Co.

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.