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

The Other Debt Bomb in Public Employee Benefits: Retirement Scan

While underfunded public-pensions have been in the spotlight in recent years, another problem that has not received as much notice is the nearly $1 trillion in unfunded health care liabilities.

January 16
Practice management

When Succession Plan Hangs on an IPO

For Victoria Collins and Jennifer Cagle, a succession plan was complicated by a pending public offering. One kept a valuable equity stake, the other got the client base.

By Kathy Kristof
Contributing Writer

January 15
Practice management

How to Find Unclaimed Money

Even the wealthiest clients are happy when their advisors uncover extra cash for them. Heres how to do it.

By Bruce W. Fraser
Financial Writer

January 13
Wealth Think How to Move Your Brand Out of the '90s

Today's advisors must have a robust and engaging digital presence. Here are some tips to help you bring your business into the 21st century.

January 12

Matt Matrisian
Estate planning

Cetera Ramps Up Trust Services Support to Banks, Credit Unions

The firm will offer advisors expanded trust services and support with multi-generational family planning.

By Margarida Correia
Former associate editor

January 12
Practice management

What Canada Could Teach the U.S. About Saving: Retirement Scan

The IRA contribution limit in the U.S. is $5,500; Canada's limit is $20,000. If an investor is willing to put away that much money, why not allow it, one write asks.

January 9
Practice management

Morgan Stanley Breach: Advisor Downloaded Client Data From Across the Country

Advisors in the Midwest and on the West Coast noticed information from their accounts on Pastebin, a website notoriously used for posting hacked or leaked information.

By Suleman Din
Technology Editor

January 9

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.