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.

RIAs

New buyer, Wealth Partners, targets smaller RIA firms

Former AMG executives buy stake in three regional wealth managers for use as aggregation vehicles.

By Charles Paikert
Senior Editor

July 10
Going independent

Biggest breakaways in '17: Teams with $10.5B go indie with Dynasty

The firm isn't the only one benefiting from a still strong breakaway movement.

By Sarah Martinson
Reporter

July 7
Going independent

HighTower loses $3B advisors, gains high-profile executives

Two large RIAs cut ties with HighTower but new hires include a branding strategist who created Jim Cramer's 'Mad Money.'

By Charles Paikert and Andrew Welsch

July 6
Wealth Think ‘Was I keeping my own daughters in the dark around money?’

How one planner’s pro bono work changed how she approached teaching her children about financial matters.

July 6

Lindsay Bourkoff

Shrier Wealth Management
Wealth Think Help clients avoid rash real estate purchases

Don’t underestimate how valuable your services can be when clients make property decisions.

July 5

Chelsea Emery
Portfolio construction

Risk tolerance: A conversation, not a quiz

There are ways to prompt a more accurate “risk answer.” Instead of framing losses as a percent, use dollar terms to drive the point home.

By Don Bennyhoff
Chairman of the Investment Committee

July 5
Elder fraud

Should I ... Report elder abuse?

Family dynamics can muddy an otherwise clear situation.

By Ingrid Case

July 5

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.