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.

RIAs

A New Self-Assessment Tool for Advisors

Advisors can get a helpful best-practices checklist, which may also help build client relationships, from the Institute for the Fiduciary Standard.

By Kenneth Corbin
Contributing Writer

April 19
Retirement planning

Boomers' Retirement Confidence Hits All-Time Low

Worries grow over retirement security, according to new research from IRI.

By Kenneth Corbin
Contributing Writer

April 13
Practice management

Kitces: Building a strong digital platform

Advisors in todays crowded field must stand out in order to grow their business. Heres how to build a digital platform that will attract clients.

By Michael Kitces
Head of Planning Strategy

April 12
Practice management

FINRA award goes to client after advisor’s tax oversight

An advisors omission leads to a big reward for a client.

By Ed Slott
Founder

April 11
Succession planning

Succession Plans: Long-Term Goal for Bank Advisors

Change happens when it has to. For bank advisors, this means they'll get succession plans--eventually.

By Lee Conrad
Former senior editor

April 8
Succession planning

At Certain Point, Wait-and-See Feels Like Head-in-Sand

Banks and credit unions are not prepared for the onslaught of change that began Wednesday.

By Lee Conrad
Former senior editor

April 6
Bank channel

Key Bank Builds Flexibility into Succession Plan

The program allows retiring advisors and their junior brokers to work out their own financial arrangements during the first two years of the five-year program.

By Margarida Correia
Former associate editor

April 6

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.