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 forgotten tribe of CPA financial advisors

What do they bring to the table? Lobbying clout, alternative fee structures and technical expertise are just part of the equation.

January 31

Bob Veres

Financial Planning
Recruiting

LPL gears up for second wave of NPH assets with $1.6B move

Life Brokerage Financial has 80 advisors and 40 full-time staff and will join the firm next month.

By Sean Allocca
Former Associate Editor

January 30
Recruiting

Wells Fargo FiNet seeks 'home team' advantage in recruiting push

The bank is removing hurdles to employee advisors switching channels among other recent initiatives.

By Andrew Welsch
Former Managing Editor

January 30
Infrastructure

In Greg Friedman's second deal in a month, Private Ocean buys Lakeview Financial

The Private Ocean co-founder, also known for founding software company Junxure, calls Lakeview a "perfect fit."

By Ann Marsh

January 29
Healthcare costs

A tool to help clients become healthier — and save money

A data firm and a hospital network are betting that advisors can utilize precise cost forecasts for clients' health needs.

By Tobias Salinger
Chief Correspondent

January 26
Practice management

Top 40 under 40: Profiles in success

These young planners share a commitment to hard work, but have deployed very different tactics in building their practices.

By Sean Allocca, Kenneth Corbin, Maddy Perkins, Amanda Schiavo and Andrew Welsch

January 26
Earnings

Ameriprise wealth unit sheds lower producers, boosts profits

CEO Jim Cracchiolo says the firm’s headcount is poised for growth again following a stagnant year.

By Tobias Salinger
Chief Correspondent

January 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.