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.

Wealth Think The future of retirement is digital

Understanding what is important to millennials can help retirement service providers not only capture more of the mass affluent retirement market, but also build relationships with the next generation of investors.

March 6

Teresa Epperson

A.T. Kearney
Career moves

Morgan Stanley loses top tech executive to indie firm

Chris Randazzo rejoins the firm’s former president, Gregory Fleming, at Rockefeller Capital.

By Amanda Schiavo
Associate Editor

March 5
Financial planning

Kitces: Does the new federal budget help or hurt clients?

Advisors should educate themselves about the treatment of Medicare premiums, tuition fees and 401(k) distributions.

By Michael Kitces
Head of Planning Strategy

March 5
Wealth Think What RIA sellers need to know

The big questions firm owners should be asking in a booming M&A market.

March 4

David Canter

Fidelity Clearing & Custody Solutions
Independent BDs

With NPH deal complete, will LPL’s size help or hinder the No. 1 IBD?

After acquiring four firms’ assets, the industry giant still faces big challenges ahead.

By Tobias Salinger
Chief Correspondent

March 2
Financial crimes

Which celebrities have been scammed by financial advisors?

Steven Spielberg, Leonardo DiCaprio, Ben Affleck and even members of the Kardashian circle have been hurt by financial fraud. Here’s how advisors have conned celebrities.

By Bryan Borzykowski

March 2
Recruiting

Advisors with $215M quit D.A. Davidson, Raymond James to join Kestra

The No. 13 IBD’s hybrid RIA subsidiary also unveiled the results of its record recruiting push.

By Jialiang Pan
Reporter

March 1

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.