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.

Invest Insights

Robo advisors attract clients with low costs, but customer service questions loom

One criticism of online advice providers is that they must improve how they communicate to their customer what to expect when support is provided.

By Lawrence Richter Quinn

August 17
Earnings

How Ameriprise, Raymond James and Stifel stack up: Who fared best?

Profits and revenues are down for all but one of the brokerages.

By Nicholas Yeap

August 16
Retirement planning

Avoid a classic mistake when helping clients plan for retirement

Many advisers have been suggesting saving too much, at the cost of living frugally before retiring.

By Dave Lindorff
Contributing Writer

August 16
Retirement readiness

Don’t get fancy: Retirement conversations shouldn’t overwhelm clients

Focus on the numbers when talking about risk.

By Kevin Guth
Partner & Managing Director

August 12
Retirement readiness

Don’t get fancy: Retirement conversations shouldn’t overwhelm clients

Focus on the numbers when talking about risk.

By Kevin Guth
Partner & Managing Director

August 12
Wealth Think The secret to navigating closed-end funds

While discount pricing can create confusion, these funds can also create opportunities for clients to unlock long-term cash flows.

August 12

Anne W. Kritzmire

Nuveen Investments
Retirement income

Cash flow is king when planning for retirement

It may not be sexy, but thoroughly reviewing a client’s estimated income and expenses is key, says contributor Paul Norr.

By Paul Norr
Certified financial planner

August 11

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.