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.

Sexual harassment

Will #MeToo come to wealth management next?

Gender discrimination and sexual harassment still occurs in a profession whose history includes scandals such as Smith Barney's boom-boom room.

By Andrew Welsch
Former Managing Editor

April 27
Gender issues

A fix for the gender savings gap

Lower incomes, longer lives and time out of the workforce means women lag men when it comes to preparing for retirement. Advisors can help.

By Dave Grant
Founder and planner

April 27
RIAs

Is Trump a no-go in client conversations?

"We're told that good advisors stay away from politics, but I disagree," says one advisor.

By Charles Paikert
Senior Editor

April 26
Portfolio management

Wells Fargo executives win support for bigger paychecks

Investors may support the pay hikes, but protesters says the bank owes customers more.

April 26
Wealth Think Top 5 digital marketing mistakes advisors make

Many advisors blindly spend time and money on social media platforms without accurately measuring the ROI.

April 26

James Barnash

SmartAsset
Career moves

UBS loses $300M team to Stifel as wirehouse exodus accelerates

Wirehouses are losing talent as advisors look to escape bank-owned firms.

By Amanda Schiavo
Associate Editor

April 25
Client relations

Why 460 financial planners meditated together

An FPA conference's keynote session began with Tai chi and classical music.

By Andrew Welsch
Former Managing Editor

April 25

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.