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.

High net worth

Navigating international waters for HNW expat clients

Many U.S. expats don’t feel they should have to pay U.S. taxes while living abroad — but do they know where it’s not required?

By Amanda Schiavo
Associate Editor

June 18
Wirehouses

Morgan Stanley puts a digital spin on advisor training

The firm has been rolling out a robust suite of new and upgraded technology tools.

By Andrew Welsch
Former Managing Editor

June 18
Recruiting

Morgan Stanley loses $175M advisor to Stifel as post-protocol departures continue

The wirehouse has been fighting to keep managed assets this year, suing ex-advisors for taking client information during their move.

By Jessica Mathews
Associate Editor

June 18
LGBTQ

FPA integrates pride group, boosting support for LGBTQ clients

Marriage equality leads PridePlanners, a group focused on aiding advisors working with LGBTQ clients, to become part of the association.

By Kerri Anne Renzulli
Contributing writer

June 15
Recruiting

Wielding its size advantage, LPL grabs $330M team from Lincoln

The firm’s principal says his team wanted to join the No. 1 IBD, which is testing larger recruiting offers.

By Tobias Salinger
Chief Correspondent

June 15
Tax-related court cases

When is a client’s bad debt worthless — and tax deductible?

The Tax Court rules that creditors must have hard evidence that an obligation is uncollectable before they deduct it.

By Roger Russell
Senior Editor

June 15
RIAs

Stop discounting ― your clients don't care

Affluent clients have "a fairly low awareness of fees," according to new report.

By Charles Paikert
Senior Editor

June 14

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.