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.

Elder fraud

Protecting advisors who report elder abuse

A Senate bill would provide liability protections for advisors who report suspected abuse of senior clients.

By Kenneth Corbin
Contributing Writer

February 21
Bank channel

Slow growth in wealth management prompts small banks to make tough choices

Some banks are looking to hire advisers or buy firms, while others are looking to get out of the business entirely.

By Allison Prang
Reporter

February 17
Wealth Think What advisory firms can learn from a presidential transition

If a successor fumbles in those first few months, the group may feel like they have a problem, not a leader.

February 16

Yvonne Kanner

Fiduciary Network
CFPs

How the CFP Board is courting the next generation of planners

There are more CFPs over 70 than there are under 30. The board's Center for Financial Planning looks to fix that with new diversity and internship initiatives.

By Kenneth Corbin
Contributing Writer

February 15
RIAs

Mercer adds sixth RIA in 13 months, nears $10B mark

The private equity-backed buyer hopes to double its offices around the country in three years.

By Tobias Salinger
Chief Correspondent

February 14
Advisors on the move

Ex-Union Bank duo with $480M in combined AUM goes indie

The team has formed Samara Capital and joined platform tru Independence.

By Jane Yi Zhang
Intern

February 13
Selfie

Help clients who are following outdated rules

By using this analogy, advisers can break through reluctance or fear and provide a clear vision of what success will look like.

By Jason Silverberg
Vice President of Financial Planning

February 10

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.