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.

Fiduciary Rule

Commission-based clients don’t want fee-only accounts

Nearly 60% of investors would explore changing firms if forced to switch, according to a J.D. Power study.

By Tobias Salinger
Chief Correspondent

March 20
Recruiting

Steward Partners' recruiting streak continues with $100M hire

Over 50 advisers have now joined the independent firm, which is affiliated with Raymond James.

By Andrew Welsch
Former Managing Editor

March 20
Selfie

Pitfalls when advising blended families

Planning is particularly complicated when accounting for stepparents and stepsiblings.

By Jane King and Caroline Hedges

March 17
Should I...

Should I … fire a client?

Sometimes they are bigoted. Others are rude. And some just aren’t a good match.

By Ingrid Case

March 17
Wealth Think How using a TPA can streamline your business

Having a third party administrator on your side can help appeal to current and prospective clients.

March 17

Sheree Tallerman

PlanPerfect
Wealth Think How RIAs can compete in the lending game

Too many wirehouse brokers believe they won’t have access to sophisticated lending solutions if they break away. They’re wrong.

March 15

Matt Sonnen

PFI Advisers
Practice management

Even advisors can get bad business advice

In an industry swirling with opinions, it's not uncommon to come across a wrong one.

By Ingrid Case

March 14

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.