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.

Portfolio diversity

It's time for firms to become more diverse

The mostly white and male financial services industry has been glacially slow to adapt to a country — and client base — that is becoming increasingly non-white and female.

By Dave Lindorff
Contributing Writer

October 30
Going independent

'Explosive' growth for hybrid RIA, fed by $150M Morgan Stanley breakaway team

The move marks the second wirehouse grab this year for Kestra PWS with more to come, its CEO says.

By Tobias Salinger
Chief Correspondent

October 30
Disaster planning

Helping clients after hurricane clouds clear

Advisors must always be ready to reach out following natural disasters.

By Chelsea Emery
Senior Editor at Deke Digital

October 27
RIAs

RMB Capital adds to hot dealmaking streak

The Chicago-based RIA focuses on Midwest to expand its footprint.

By Amanda Schiavo
Associate Editor

October 27
Digital marketing

Does video belong on your firm’s website?

Lights, camera, action? Get ready for your close-up.

By Ingrid Case

October 27
Wealth Think Sealing the deal using financial data

Advisors need all they help they can get retaining clients. That's where technology comes in.

October 27

Patrick Beaudan

Emotomy
Succession planning

Advisor Group launches matchmaking service for succession planning

When it comes to deciding who will take over your practice, advisors must find a "like-minded cultural fit," says CEO Jamie Price.

By Amanda Schiavo
Associate Editor

October 27

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.