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.

Longevity

Will longer retirements shrink the great wealth transfer?

One advisor calls the expected transfer a mirage; others say it may simply unfold more slowly and require more intentional planning.

By Grace L. Williams
Reporter

August 4
Trusts

How trust protectors can safeguard grantors' intents

Trust protectors can help protect against irresponsible trustees and other dicey situations that could put grantors' wishes at risk, estate lawyers say.

By Zoe Sagalow
Reporter

August 3
Fintech

Mariner's massive AI bet splits the firm into 'experience' and 'execution'

In a webinar last week, Humanity Labs CEO Andrei Pop discussed "the transformative power" he said Mariner's new AI workforce will bring to the firm.

By Tobias Salinger
Chief Correspondent

August 3
Artificial Intelligence

Why AI has eclipsed cyberattacks as firms' top compliance problem

A new survey found artificial intelligence was a top compliance-related priority for 85% of firms responding, while cybersecurity was only a concern for 37%.

By Zoe Sagalow
Reporter

July 31
Wealth management

Marketing pros share strategies for advisors to boost AI visibility

Client testimonials tend to carry a lot of weight in AI results for online searches for advisors. But most firms still aren't using them.

By Dan Shaw
Reporter

July 31
Professional development

Why women's retirement planning requires a different approach

Many factors work against women when they're saving for retirement, such as lesser lifetime income and career breaks for caregiving. Here's how advisors can keep their roadblocks in mind when planning.

By Kathryn Miller
Reporter

July 30
Tax

When charitable remainder annuity trusts can be worth the risks

Charitable remainder annuity trusts can be helpful, but advisors should be careful to follow new guidance issued by the IRS and U.S. Treasury Department.

By Zoe Sagalow
Reporter

July 30

Resources

The latest Financial Planning research and discussion:

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.