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 Why clients hate their financial advisors

Planners have picked up some bad habits over the years. Here’s what do to about it.

January 2

Allan Boomer

Momentum Advisors
Fiduciary Rule

Bitcoin, robos and more: Lightning round with Advisor Group CEO Price

It’s been a busy first year for the firm’s new chief. Jamie Price responds candidly to Financial Planning’s rapid-fire queries.

By Chelsea Emery
Senior Editor at Deke Digital

January 2
RIAs

Behind the M&A buying spree

Capital is pouring into the RIA market, resulting in more deals, more competition and higher prices.

By Charles Paikert
Senior Editor

January 1
Arbitration

Client complaints: 'I’ve seen things get bad'

How advisors deal with grievances and arbitration can make or break a career.

By James Thorne
Contributor

December 29
Wealth Think The advisor’s guide to AI

Once the domain of institutions, RIAs and fee-based planners are adopting artificial intelligence.

December 29

Mitchell H. Caplan

Jefferson National
Wealth Think Cybersecurity breaches: When doing nothing won't cut it

Clients won't accept complacency when a vendor is hacked. Acting quickly is key.

December 29

Wes Stillman

RightSize Solutions
Wealth Think It’s not too late to help clients reduce tax payments

In a year where the market has reached new heights, protecting client’s wealth from losses, including the costs of taxes, is just as important as generating returns.

December 28

Craig Hawley

Nationwide

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.