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.

Growth strategies

Understanding what makes Vanguard so successful

If price were the only reason for success, competitors would have simply slashed their fees.

By Barry Ritholtz
Founder

October 13
Wirehouses

Janney nabs 2 wirehouse teams with $400M

The regional firm, which has been a recruiting tear, pulled its newest hires from Morgan Stanley and Wells Fargo.

By Sean Allocca
Former Associate Editor

October 13
Wealth Think Comeback kid: How I saved my practice

I thought my entrepreneurial career was over. I was wrong.

October 13

Dave Grant

Retirement Matters
Wealth Think The 5 must-have client meetings

A multi-step strategy is vital for winning, servicing and retaining business, John J. Bowen Jr. says.

October 13

John J. Bowen Jr.

CEG Worldwide
Wealth Think To see the future of referrals, look to Silicon Valley

Digital marketing is not getting any less prominent, and by failing to adopt new prospecting techniques firms risk being left in the dust.

October 13

Justin Barish

Dynasty Financial Partners
RIAs

New $11B RIA aggregator tries divide-and-conquer M&A approach

Wealth Partners Capital Group's strategy uses a triumvirate, multi-regional method to buying firms.

By Charles Paikert
Senior Editor

October 12
Annuities

How to hedge risk with annuity ladders

The strategy delivers good returns while addressing clients’ fears, if executed properly.

By Donald Jay Korn

October 11

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.