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.

Estate planning

How advisors can reduce estate planning conflicts in 4 steps

Lack of communication can breed conflict, but offering an outside perspective can smooth over family conflicts.

By Rob Burgess
Former reporter

July 1
Professional development

Should financial advisors be dually registered or RIA-only?

The momentum is clearly accelerating behind registered investment advisory firms, but every individual team's choice requires careful consideration.

By Tobias Salinger
Chief Correspondent

July 1
Investment strategies

Munis for social change don't have to leave returns on the table

Impact investment through municipal bonds is generally perceived as risky. But it doesn't have to be that way.

By Amanda Chen
Reporter

June 30
Estate planning

Financial advisors can better serve LGBTQ clients. Here's how

To best serve LGBTQ clients, financial advisors must understand their unique needs and challenges, from diverse household structures and retirement plans to the correct use of pronouns.

By Elijah Nicholson-Messmer
Former Data Reporter

June 27
Retirement

How financial advisors can rein in overzealous retiree spending

Some retirees have saved all their lives and want to live a little. Or a lot.

By Amanda Chen
Reporter

June 27
Investment strategies

Morningstar keynotes cast financial advisors in a crucial role

CEO Kunal Kapoor and other speakers explained how the shifting trends shaping the industry mean that advice is getting even more important.

By Tobias Salinger
Chief Correspondent

June 26
Professional development

Succession planning and the 'risk no firm can afford'

As an aging cohort of financial advisors prepares for retirement, firms are scrambling for next-gen talent. Yet a new study found that few have developed a comprehensive succession plan.

By Elijah Nicholson-Messmer
Former Data Reporter

June 26

Resources

The latest Financial Planning research and discussion:

On-Demand 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.