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.

Recruiting

$300M firm the latest to spurn LPL for smaller IBD

The practice opted for USA Financial after Jackson National sold National Planning's assets.

By Tobias Salinger
Chief Correspondent

October 26
High net worth

As ultrawealthy get older, advisory teams try to get younger

More than $2 trillion of billionaire fortunes will change hands, according to a new study by UBS and PwC.

By Andrew Welsch
Former Managing Editor

October 26
Life insurance

Does your client smoke marijuana? Advisors need to know

Planners should ask if and how they ingest the drug when looking for a life insurance policy.

By Tobias Salinger
Chief Correspondent

October 26
Client acquisition

6 factors that drive client loyalty

Excelling in these qualities can help a firm deliver a consistently strong experience.

By John J. Bowen Jr.
CEO

October 26
Estate planning

Estate tax strategies to help avoid nasty surprises

Planners should help clients navigate complex transactions to ensure risk is mitigated as much as possible.

By Martin M. Shenkman

October 26
RIAs

HighTower gets 'vote of confidence' from PE firm

Speculation about the RIA's future is quelled with a $100 million investment from Thomas H. Lee Partners.

By Charles Paikert
Senior Editor

October 25
Client acquisition

Bouncing back after losing a major client

There may be a silver lining to be found despite this challenging situation.

By Dave Grant
Founder and planner

October 25

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.