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

Dynasty raises platform bar with latest partner

With over $700M in AUM, Next Capital Management is the firm's biggest addition this year.

By Jane Yi Zhang
Intern

April 18
Compensation

More culture, less recruiting: How UBS plans to grow

The wirehouse's executives think they've struck on the right formula to boost growth through a simplified comp plan, greater autonomy and an attractive retirement package.

By Andrew Welsch
Former Managing Editor

April 17
Wealth Think What wealth managers can learn from the Wells Fargo scandal

How do smaller firm avoid paying six-digit fines for administrative shortcomings?

April 17

Yvonne Kanner

Fiduciary Network
Digital marketing

These marketing strategies can bring in new business

Consider customer referrals, a strong media presence and philanthropy.

By Dan Weil

April 17
Digital marketing

These marketing strategies can bring in new business

Consider customer referrals, a strong media presence and philanthropy.

By Dan Weil

April 17
Robo advisors

Kitces: Will model marketplaces redeem robos?

They handle the trading, rebalancing and overall management of portfolios — freeing advisers to face their clients. But not everyone wins, as Michael Kitces writes.

By Michael Kitces
Head of Planning Strategy

April 17
RIAs

HighTower zeroing in on $6B WealthTrust deal

The RIA's parent company is set to buy a very large adviser aggregator. If completed, it would be the biggest transaction of the year.

By Charles Paikert
Senior Editor

April 13

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.