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.

Advisors on the move

Advisers on the move: Merrill Lynch loses $602M team to Morgan Stanley

The firm also recruited an international wealth management team that oversaw $576 million, according to our latest roundup of recent hires and moves.

By Tobias Salinger
Chief Correspondent

March 6
Going independent

Snowden Lane hires Morgan Stanley adviser for $400M team

The independent firm has recruited a number of wirehouse brokers and grown to $3 billion in client assets, according to the company.

By Andrew Welsch
Former Managing Editor

March 6
Wealth Think Sales shouldn't be demonized. Here's why.

CFP candidates should consider a well-rounded college or graduate school education in professional sales.

March 6

Glenn G. Kautt

Savant Capital Management
Recruiting

Insurance advisers’ RIA joins Dynasty amid outsourcing rivalry

The high-net-worth practice makes 41 firms in the platform’s network — two times as many as competitor HighTower.

By Tobias Salinger
Chief Correspondent

March 3
Marketing

10 hazards of changing your firm name

It is a sensitive topic, especially for partners who have earned their appellation on the letterhead.

By Michael Cohn
Editor-in-chief, AccountingToday.com

March 2
Recruiting

Merrill breakaways with $575M in AUM launch new firm

The two advisers went indie with Focus Financial, one of the country's biggest RIA aggregators.

By Tobias Salinger
Chief Correspondent

March 1
Wealth Think Use these digital tools to figure out what to say to clients

Advisers can stay connected in a meaningful way and still automate how they communicate.

March 1

Jasen Yang

Polly Portfolio

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.