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.

Strategic buyers

United Capital scoops up firm managing $530M in assets

The deal marks the largest acquisition for the firm year to date.

By Sean Allocca
Former Associate Editor

December 22
Wealth Think Engaging with clients using data aggregation

Soon enough, analytics will help advisors figure out who needs extra attention, who may be able to provide a new referral and more.

December 22

Patrick Beaudan

Emotomy
CRM systems

This tech can transform how your practice functions

All-in-one marketing tools are trending — but there are pluses and minuses to every platform.

By Bruce W. Fraser
Financial Writer

December 21
Wealth Think Fiduciary rule should be decided by Congress

"Maybe commissions aren’t so evil after all?"

December 20

Mark Elzweig

Mark Elzweig Co.
Robo advisors

More clients take a hybrid approach to investing

Future disruptive technologies might stem from deeper thinking about what motivates clients to invest.

By Sean Allocca
Former Associate Editor

December 20
Regional BDs

Asset growth at regional BDs outpaces the pack

Advisors are jumping to firms with established infrastructure.

By Sean Allocca
Former Associate Editor

December 19
Tax planning

How the tax law will impact education savers, IRAs and more

Be aware of changes to retirement savings plans and alimony. Here’s what clients and advisors need to know.

By Dave Grant
Founder and planner

December 19

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.