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

How the rich really feel about their wealth

Peace of mind, a comfortable life, happiness and gratitude are top wealth motivators, according to a new survey.

By Ravie Lakshmanan
Reporter

June 14
Client strategies

How to build trust with skeptical HNW clients

Rich clients, low trust: Here’s how financial advisors can help them warm up faster.

By Ingrid Case

June 14
ESG

How advisors can tap into the growing $23T ESG market

Morningstar has launched a variety of tools aimed at helping planners and their clients adjust to what the CEO refers to as “the new normal.”

By Tobias Salinger
Chief Correspondent

June 14
Recruiting

$10B hybrid RIA practice bolts from Cambridge with major growth plans

The firm aligned its brokerage business with Private Client Services following a big acquisition and a major executive hiring.

By Tobias Salinger
Chief Correspondent

June 14
Wealth Think How to surf the $30 trillion inheritance wave

Only about a third of advisors have an asset-transfer plan in place, according to research.

June 14

Bob Verrico

InvestingChannel
Behavioral finance

Stock gains, target-date funds shrink behavioral gap in investment returns

Morningstar’s annual study reveals how investors are catching up to funds by making better-timed trades.

By Tobias Salinger
Chief Correspondent

June 13
Wealth Think 'How could I have been so stupid?'

How one advisor sees the outsized influence of Nobel laureate Daniel Kahneman on the financial planning industry.

June 12

Allan S. Roth

Wealth Logic

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.