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.

Social Security

Are your clients clueless about Social Security and Medicare?

Solid financial planning is a key component in helping demystify these government programs.

By Kenneth Corbin
Contributing Writer

February 2
Earnings

LPL Financial eyes more M&A halfway through NPH onboarding

More than $34 billion in client assets moved into the No. 1 IBD’s fold in the first part of the acquisition.

By Tobias Salinger
Chief Correspondent

February 2
Financial planning

Kitces on risk tolerance: The misperception that keeps hurting clients

It’s time to broaden our understanding — and assessment — of risk composure.

By Michael Kitces
Head of Planning Strategy

February 2
Wealth Think 2 ways to become indispensable to clients

Consider making someone in your practice a client relationship captain — someone who will take ownership of deepening client relationships and who will inspire your team to work together to truly "wow" your clients.

February 1

John J. Bowen Jr.

CEG Worldwide
Career moves

RBC lures $600M advisory team from Wells Fargo

This is the second time in recent weeks that the firm has poached talent from the wirehouse.

By Amanda Schiavo
Associate Editor

January 31
Recruiting

$350M Wells Fargo team goes indie with Raymond James

The four-member group previously generated about $2.5 million in annual revenue.

By Andrew Welsch
Former Managing Editor

January 31
Practice management

In resort towns, financial advisors find a way to flourish

Call it the ultimate staycation. Planners offer advice on how to work from paradise.

By James Thorne
Contributor

January 31

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.