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.

Earnings

UBS can afford to delay radical surgery

CEO is right to resist the temptation of a more drastic overhaul.

January 22
Fee-based compensation

Kitces: Why and how to disclose your fees

Transparency is the key to a good long-term client relationship. That’s why advisors should publish fees and minimums on their websites.

By Michael Kitces
Head of Planning Strategy

January 22
RIAs

M&A activity set record in 2017, but repeat not assured

The Broker Protocol, the new tax law and the fate of the bull market are expected to influence RIA deal-making in 2018.

By Charles Paikert
Senior Editor

January 21
Wealth Think Tough questions about sexual harassment in wealth management

It’s an uncomfortable topic, especially after a bruising round of accusations in the 1990s.

January 19

Chelsea Emery
Real estate investments

10 top housing markets where homes sell above asking price

From San Francisco to Dallas, here's a look at the 10 top housing markets where homes sell above the asking price.

By Elina Tarkazikis
Reporter

January 18
RIAs

How to achieve eye-popping annual AUM growth

Consolidators are doubling and tripling RIAs' five-year performance.

By Charles Paikert
Senior Editor

January 18
Wealth Think How advisors can outthink robots

Advisors are increasingly finding themselves outmaneuvered by robos, but they can use the same technologies — algorithms combined with big data and machine learning — to overcome this challenge.

January 17

Blake Wood

Envestnet

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.