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.

Non-profits

Takeover controversy dogs annual FPA event

The New York president questions legality of national chapter's use of local chapter funds for annual forum.

By Ann Marsh

June 1
Third party marketers

Raymond James snares $168M bank program from rival

The New Jersey bank moved its investment services program after an 11-year relationship with Cetera.

By Margarida Correia
Former associate editor

May 31
Portfolio management

Help nervous clients get their investing groove back

Some may be afraid to deploy cash into stocks now because they think the market will tank sooner rather than later.

By Craig L. Israelsen
Executive-in-Residence

May 31
Wirehouse advisors

Why clients' non-portfolio concerns are a priority for this $10.6M advisor

Attending to clients' non-financial needs helped propel Merrill Lynch advisor Dane Runia to No. 1 on the Top 40 Under 40 ranking.

By Andrew Welsch
Former Managing Editor

May 31
Recruiting

$800M Merrill Lynch team goes indie with Focus Financial

The group is the latest in a long string of wirehouse departures.

By Jessica Mathews
Associate Editor

May 30
Wealth Think When it pays to hire a coach

How to decide if coaching can boost your business.

May 30

John J. Bowen Jr.

CEG Worldwide
Tax planning

LPL advisors receive tax tool as new law tests value proposition

LifeYield unveiled its second agreement with an IBD to offer its software, which had previously only been available to large institutional clients.

By Tobias Salinger
Chief Correspondent

May 30

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.