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

Will Yodlee’s data crunching entice advisors to Envestnet?

Advisors able to analyze client data will be able to predict financial behavior, says Jud Bergman, Envestnet's chief executive.

By Charles Paikert
Senior Editor

May 19
Wealth Think 5 lessons from successful advisers

From handling the unexpected death of a partner to upgrading tech, planners give their best advice for building a successful practice.

May 18

Bob Oros

Fidelity Clearing & Custody Solutions
Going independent

$100M adviser departs Merrill for Snowden Lane

He will join a team of ex-Merrill advisers that will oversee more than $370 million in client assets at Snowden.

By Andrew Welsch
Former Managing Editor

May 16
Practice structure

The allure and travails of bankruptcy work

Hard-working advisers can earn fees awarded in bankruptcy courts. Is it worth the trouble?

By Miriam Rozen
staff reporter

May 13
Practice management

Google vet gives advisers marketing lessons

Before joining Dynasty, Gordon Abel headed financial services marketing for the search giant.

By Charles Paikert
Senior Editor

May 11
Wealth Think The future of advisors is fee-based and tech obsessed

Keeping up with the pace of change in the wealth management industry involves blending holistic advice and a digitally enhanced practice.

May 11

Mitchell H. Caplan

Jefferson National
RIAs

Do you need a coach?

Advisers looking to make a big business breakthrough might be good candidates to sign up for a coaching program.

By John J. Bowen Jr.
CEO

May 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.