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.

Invest Insights

Can instant video help advisors hear clients over digital noise?

One fintech is offering a new technology to allow clients to record and send video requests directly to their planner rather than wait on hold for a human response or interact with a robot.

By Suleman Din
Technology Editor

April 25
Wealth Think Should more CPAs become financial planners?

Amid major changes in the tax code, accountants with planning expertise can become go-to advisors.

April 24

Lyle Benson

L.K. Benson & Co.
Tax planning

New tax law creates confusion about entertainment deductions

Holiday parties and team-building outings may still be deductible. What about entertaining prospects over dinner?

By Roger Russell
Senior Editor

April 24
Fiduciary standard

Confused by the SEC's proposed advice rule? Your questions answered

The regulator's proposal is set to remake compliance standards for brokers and advisors.

By Andrew Welsch
Former Managing Editor

April 24
Wealth Think How to help clients understand annuities

Advisors need to educate clients — but not dumb down their advice — when it comes to the complex world of these investment vehicles.

April 24

Dave Grant

Retirement Matters
Wealth Think The right — and wrong — ways to use Morningstar

How can advisors best use the investment research firm's data to help clients?

April 23

Allan S. Roth

Wealth Logic
RIAs

What's fueling the red-hot RIA M&A market?

All systems go for more transactions — but the stock market is a wild card.

By Charles Paikert
Senior Editor

April 22

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.