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.

Wealth Think How to attract the next wave of clients

There’s a big difference between what advisers think brings in new business and what actually works.

March 27

Bob Veres

Financial Planning
Wealth Think What 'Wedding Crashers' and speed dating teach advisors about networking

Advisor Bryan Kuderna learned valuable lessons about finding clients from the popular film and his local chamber of commerce.

March 24

Bryan Kuderna

Kuderna Financial Team
Going independent

$112M wirehouse duo goes indie with Raymond James

The ex-Morgan Stanley advisers say their niche practice, which is geared toward women and divorcees, will be better supported by Raymond James' platform.

By Andrew Welsch
Former Managing Editor

March 23
Going independent

Merrill breakaway launches RIA with an eye on cross-border wealth

Five new firms have joined Dynasty’s outsourcing platform this year amid a rivalry with HighTower.

By Tobias Salinger
Chief Correspondent

March 22
RIAs

The next hot M&A target? Solo advisors

RIAs are anxious to acquire assets, according to a new survey, and smaller firms are a prime target.

By Charles Paikert
Senior Editor

March 21
RIAs

RIA Leaders: Firms with the fewest advisors per AUM

See how they stack up: It doesn't always take a large advisory staff to manage big money.

By Ann Marsh

March 21
Client acquisition

8 advisor approaches for breaking the ice with clients

It's tough starting a relationship with so much at stake. Here's how.

By Maddy Perkins and Andrew Welsch

March 20

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.