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.
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Wealth managers are rushing to serve ultrahigh net worth clients. But industry veterans warn some may be promising more than they can deliver.
July 22
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The 2025 Investment Management Compliance Testing Survey found that 57% of firms' compliance officers rated AI as a concern.
July 22
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Finding new customers and expanding existing client relationships is key for recently launched firms. Here's how marketing experts say to go about it.
July 21
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Most athletes run into money problems after their playing days are over, but experienced advisors say that with careful planning, this specialized client base can build financial success for the long run.
July 17
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Experts say that families often get caught off guard by their loved ones' cognitive decline and it's a crucial component of planning that is frequently left undiscussed.
July 17
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The popular industry recruiting and retention barometer provided another window into the challenges facing LPL Financial with its latest major acquisition.
July 16
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The accusations led to the end of 16 years at the firm.
July 15
