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.

Technology

Being tech savvy can help reel in millennials

In an industry full of late adopters, being on the cutting edge can win young clients.

By Dave Lindorff
Contributing Writer

December 8
Technology

Don't let fintech supersede client relationships

Technology is great, but communication is central to good business.

By Dave Lindorff
Contributing Writer

December 8
Wealth Think A pricing model that fits clients — and advisors

Robo-advisors, micro-investing are making the old ways of doing business obsolete.

December 8

Matthew Jackson

Simon-Kucher & Partners
Client communications

A very merry holiday client gift guide

'Tis the season to remind your clients you're thinking of them. Steal one of these great gift ideas from planners.

By Maddy Perkins and Andrew Welsch

December 7
RIAs

Best ways RIAs can access capital

Investment capital has become widely available, but advisors still face challenges.

By Charles Paikert
Senior Editor

December 7
Recruiting

Triad Advisors grabs ex-Transamerica practice from Signator Investors

The No. 29 IBD has unveiled two significant recruiting moves in the past two months.

By Tobias Salinger
Chief Correspondent

December 7
Broker Protocol

Ex-Morgan Stanley wealth chief sees 'tug-of-war' on Broker Protocol

Despite Merrill Lynch’s recent decision to stay in the Broker Protocol, Greg Fleming sees a long struggle ahead.

By Charles Paikert
Senior Editor

December 6

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.