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.

Going independent

$415M Wells Fargo team bolts for LPL amid Broker Protocol uncertainty

The No. 1 independent broker-dealer has grown beyond the wirehouses, but it added about 100 fewer advisors than expected from its major acquisition.

By Tobias Salinger
Chief Correspondent

June 29
High net worth

Family office competition heats up as new boutique lures top bankers

At least $20 trillion of new financial wealth will be created over the next five years.

June 27
Social Security

Strain on Social Security mounts as retirees increase

As baby boomers exit the workforce, they perpetuate a problem that has long dogged Social Security in that there aren’t enough workers to replace them.

By Margarida Correia
Former associate editor

June 26
Fixed income

Vetting a fund manager? Look for these qualities

Scrutinizing recent performance isn’t a recipe for long-term investment success.

By Kenneth Corbin
Contributing Writer

June 26
Wealth Think Push through client fears about LTC needs

Advisors have a responsibility to draw them into discussions about end-of-life financial planning.

June 26

Chelsea Emery
Tax returns

Don’t panic! What to do when clients get a letter from the IRS

The service offers some do’s and don’ts for taxpayers who get a frightening envelope.

By Daniel Hood
Editor-in-chief

June 26
Insurance

Help clients face up to long-term care

It's not easy to talk about health and sickness with clients, but advisors must explain the options.

By Charles Paikert
Senior Editor

June 26

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.