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.

Succession planning

How firms can avoid the worst case scenario

Unexpected health emergencies make succession planning much more than a retirement issue.

By Dave Lindorff
Contributing Writer

May 2
Millennials

Why it's time for advisors to invest in millennials

The next generation "is the economy," a top TD Ameritrade exec says at the annual IMCA conference.

By Maddy Perkins
Managing Editor, Editorial Operations

May 2
Wealth Think What wirehouse advisors must know before going indie

The Broker Protocol is just the first step. Those entering the fiduciary world still have to proceed with caution.

May 2

Bob Veres

Financial Planning
RIAs

That was fast — Focus nabs $1.9B RIA breakaway on heels of PE deal

Less than two weeks after KKR and Stone Point Capital announced they were buying a majority stake in the RIA aggregator, a new Silicon Valley firm joins as a partner.

By Charles Paikert
Senior Editor

May 1
Succession planning

Advisers’ unique takes on retirement

Some make a complete break from their firms, while others opt to maintain a part-time presence.

By Dan Weil

May 1
Wealth Think The ticking time bomb most firms have overlooked

Succession planning is easy to talk about. It’s much harder for planners to actually plan for.

May 1

Chelsea Emery
Going independent

Merrill Lynch breakaways join Snowden Lane in fiduciary-focused move

The private equity-backed firm has added seven ex-wirehouse advisers so far this year.

By Tobias Salinger
Chief Correspondent

May 1

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.