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.

Social Security

Social Security reductions are closer than you think

For years, it seemed that a decline in monthly benefits was a long way off. Now it may be sooner than expected. Here’s what advisers need to know.

By Paul Norr
Certified financial planner

January 23
Fund Scan

Vanguard broadens scope of 5 ETFs: Fund Scan

Effort by the asset management giant is aimed to capture more muni bonds. Plus: Other launches.

By Andrew Shilling
Manager, Editorial Operations

January 20
Healthcare plans

Possible Obamacare repeal worries advisors and clients

Gap in coverage concerns older clients; planners are also taking a closer look at HSAs.

By Charles Paikert
Senior Editor

January 20
M&A

Billion-dollar deals and breakaway surge for RIA M&A

2016 was a record breaking year. Expect the same for 2017, says Echelon’s inaugural DealBook study

By Charles Paikert and Tobias Salinger

January 19
RIAs

Why the M&A party isn't breaking up — yet

Record deal activity in 2016 is setting the stage for more growth, according to Echelon DealBook.

By Charles Paikert
Senior Editor

January 18
Going independent

HighTower opens new year with a bang, grabs $1B Wells Fargo team

One of the new recruits says his group was attracted to the firm's platform and culture.

By Andrew Welsch
Former Managing Editor

January 17
RIAs

RIA Leaders 2017: Which firm has the most advisors?

Find out which top practices gained or lost advisors in the last year.

By Andrew Pavia

January 17

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.