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.

Student loans

How to advise clients on Biden's SAVE plan before it disappears

The Trump administration is likely to let the SAVE plan die in the coming months. Here's how advisors can start preparing their clients now.

By Elijah Nicholson-Messmer
Data Reporter

February 24
Wealth management

Trump's policies reshape investment strategies for advisors

Data from the February Financial Advisor Confidence Outlook found that President Donald Trump's policies are making advisors rethink portfolio allocations.

By Frank Gargano
Data Reporter

February 24
Growth strategies

Financial advisors' rush to boost client services comes with these risks

There are plenty of compelling reasons for branching further into the many areas related to wealth management. But experts warn there are challenges, as well.

By Tobias Salinger
Chief Correspondent

February 21
Regulation and compliance

Robinhood faces FINRA questions over its media arm

The popular online broker-dealer has caught regulators' eyes over its moves into market news, trading in sports games and other events, and a new premium credit card.

By Dan Shaw
Reporter

February 21
Regulation and compliance

Morgan Stanley sued for alleged discrimination by former manager

Berdina Moore-Bonds alleges that when Morgan Stanley embarked on a reorganization of its regional divisions in 2023, she and another Black woman were the only field leaders to lose their jobs.

By Dan Shaw
Reporter

February 20
Industry News

How a multi-stage training program could bridge the advisor talent gap

Affiliated Advisors aims to recruit, retain and advance wealth management professionals with resources aimed at three different career stages.

By Tobias Salinger
Chief Correspondent

February 20
Behavioral finance

Interest in financial advice soars on Google — here's why

As concerns around economic instability mount, more Americans are turning to professional financial advisors to help protect their assets.

By Elijah Nicholson-Messmer
Data Reporter

February 20

Resources

The latest Financial Planning research and discussion:

Advisor strategies
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
Web Seminar Unlock your potential: Monetize and maintain your independence

Did you know you can monetize, simplify and preserve your legacy, all while bridging to the next generation? Most will wonder "what's the catch?"

Sponsor Content from LPL Financial

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.