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.

Practice management

Social Security Needs Dependability, Even If Benefits Decrease: Retirement Scan

Congress should revamp Social Security to ensure that retirees will receive at least 75% of their benefits in case the trust fund is depleted, says a professor.

January 23
Client strategies

Investor Trust Rebounds, But Big Concerns Remain

Investors have regained their faith in financial firms, but advisors still have work to do, a new study shows.

By Andrew Shilling
Manager, Editorial Operations

January 22
Wealth Think Social Security: With the SSA Overwhelmed, Advisors Can Provide Much-Needed Help

Client confusion over what Social Security agents can and can't do means missed opportunity and money left on the table. Savvy advisors can help.

January 22

Bill Meyer

Social Security Solutions
Practice management

Work Smarter With Widows

Newly bereaved spouses can face a host of unfamiliar financial issues, and older women are at particular risk. Here are a few specific ways that advisors can help.

By Kimberly Foss
Senior wealth advisor

January 22
Practice management

How to Keep Client Data Safe From Online Attackers

In the digital age, advisors are prime victims for attackers seeking pertinent information. Here are some preventative tips to fend off cyber-attacks.

By Maddy Perkins
Managing Editor, Editorial Operations

January 21
Practice management

Fifth Third Securities to Pay $100K to Settle Customer Complaint

Customer alleged that broker made unsuitable recommendations of mutual funds, structured products and equities that set him back more than $125,000.

By Margarida Correia
Former associate editor

January 20
Practice management

Highlights of Obama Plan to Tax Wealthy: Retirement Scan

The additional revenue from President Obama's expected proposed tax increase would be used to fund programs to assist the middle-class; Plus, how to help a client who missed employer's matching 401(k) funds.

January 20

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.