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.

Marketing

Is writing a book worth advisers’ time and money?

Publishing is the “greatest single marketing investment that you will ever make,” one company argued at the FPA Retreat.

By Tobias Salinger
Chief Correspondent

April 26
Wealth Think Ignoring the behavioral finance elephants in the room

We must control our own bad behavior before we can become coaches for our clients, says contributor Allan Roth.

April 26

Allan S. Roth

Wealth Logic
Practice management

Is this the era of specialization for advisers?

With more focusing on specific client niches, it makes sense to go where the money is.

By Dan Weil

April 26
Practice management

Is this the era of specialization for advisers?

With more focusing on specific client niches, it makes sense to go where the money is.

By Dan Weil

April 26
Going independent

HighTower nabs ex-wirehouse advisers with $500M

UBS and Merrill lose four advisers in HighTower's seventh deal of the year.

By Jane Yi Zhang
Intern

April 25
ETFs

Can low-volatility ETFs help reduce client risk?

Since 2011, inflows into these funds have soared. Here's what they're about.

By Bryan Borzykowski

April 25
Marketing

Here’s why hiring a market expert is a smart move

Honing in on ideal clients and increased AUM could be the payoff.

By Ingrid Case

April 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.