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

In hot seller’s market for RIAs, hungry buyers are doubling upfront cash

A frenzied M&A market means owners are getting full payment for acquired firms sooner.

By Charles Paikert
Senior Editor

June 22
Practice management

Kick back, relax, get smart: A financially savvy summer reading list

Want to know where the smart-money minds go when off the clock? It’s here.

By Jessica Mathews
Associate Editor

June 22
Fixed income

Why boomers should forget about double-digit yields

It has become increasingly difficult to time the market.

By Dave Lindorff
Contributing Writer

June 22
Retirement planning

A number to avoid when discussing health care costs with clients

Advisors should frame health care costs as an annual expense rather than a lump sum, which is demotivating for investors, according to Vanguard.

By Margarida Correia
Former associate editor

June 21
Wealth Think What advisors can learn from a walk through a shoe store

The concept of ROI is shifting for young investors.

June 21

April Rudin

The Rudin Group
Independent BDs

John Hancock to sell Signator to Advisor Group in latest insurance pullback

Royal Alliance Associates will absorb the firm following the deal, which would push the network’s headcount above 6,800 advisors.

By Tobias Salinger
Chief Correspondent

June 21
Fixed income

GDP-linked bonds: Is now the time?

Nobel laureate Robert Shiller says these products could offer both investors and issuers a number of real advantages.

By Dave Lindorff
Contributing Writer

June 21

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.