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

Edelman jumps into M&A

Exclusive: The personality-driven RIA, backed by private equity money, plans to 'move quickly' to make acquisitions in existing markets.

By Charles Paikert
Senior Editor

April 5
Advisors on the move

Advisers on the move: Merrill Lynch loses 6 teams over fiduciary changes

The advisers oversaw nearly $900 million in combined AUM, and moved to Morgan Stanley, Raymond James and HighTower.

By Jane Yi Zhang
Intern

April 5
Wealth Think Are you cut out for independence? Take this quiz.

Compensation is just part of the consideration for an adviser to go independent.

April 5

Rick Rummage

Rummage Group
Practice management

Spark growth by adopting top-to-bottom segmentation strategies

Firms that try to be all things for all clients may end up struggling.

By Bruce W. Fraser
Financial Writer

April 4
Practice management

Spark growth by adopting top-to-bottom segmentation strategies

Firms that try to be all things for all clients may end up struggling.

By Bruce W. Fraser
Financial Writer

April 4
Financial planning

Kitces: Why the 12b-1 fee era must end

It’s time to consider payment schemes that are more transparent and better aligned between who pays the cost — and who enjoys the benefits.

By Michael Kitces
Head of Planning Strategy

April 3
Going independent

$160M adviser leaves Wells Fargo for Steward Partners

William Blake, the independent firm's 10th hire this year, says he was attracted by the chance to become a partner.

By Andrew Welsch
Former Managing Editor

April 3

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.