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.

M&A

Kestra Financial snaps up H. Beck

The independent advisor will retain branding rights and full autonomy.

By Sean Allocca
Former Associate Editor

August 8
Recruiting

Lincoln Financial Advisors adds new divisional layer for fiduciary

The country’s sixth-largest IBD is shifting its management ranks in a change prompted by the fiduciary rule.

By Tobias Salinger
Chief Correspondent

August 8
Wealth Think The youth-led rebellion brewing in financial planning

Will young RIAs lead the profession’s second uprising against the established status quo?

August 8

Bob Veres

Financial Planning
Wirehouse advisors

$4.8M adviser grows by targeting 4 generations of clients

"At least 50% of our assets are three generations or more," explains Bob White of HighTower.

By Andrew Welsch
Former Managing Editor

August 8
Wealth Think For better client acquisition, sharpen your focus

Casting a wider net for prospects is a classic case of mistaking motion for progress.

August 7

Kevin Darlington

Broadridge Advisor Solutions
Wirehouse advisors

What this $7.1M advisor learned from his mentor

"I probably spent the first three years in the business not opening my mouth with clients and just learning from him," says J.R. Gondeck of HighTower.

By Maddy Perkins
Managing Editor, Editorial Operations

August 7
Wealth Think A step-by-step guide to planning an advisor's retirement

You likely have helped plan your clients' retirement, now it is time to plan your retirement.

August 7

Gino Stumpo

UBS Financial Services

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.