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

CFP Board Launches Online Career Hub to Combat Talent Shortage

The CFP Board has launched a new online portal intended to serve as a resource for people looking to start a career in financial planning.

By Maddy Perkins
Managing Editor, Editorial Operations

January 8
Practice management

Advisors, Relax: Robos Won't Steal Your Job

Banks are expected to start rolling out digital wealth management offerings this year that could attract young clients who favor a mix of technology and personal advice.

By Margarida Correia
Former associate editor

January 7
Practice management

FINRA to Brokers: Put Client Interests First

Failure to align business practices with a client's needs may invite scrutiny, the regulator warned.

By Kenneth Corbin
Contributing Writer

January 6
Wealth Think Marketing Tip: Master the Art of a Good Sound Bite

The key to being quoted accurately - and more often - can be summed up in two words: sound bites. Developing the ability to speak and write in sound bites is essential.

January 6

Marie Swift

Impact Communications
Practice management

Morgan Stanley Fires Employee Accused of Stealing Data of 350K Clients

Morgan Stanley fired an employee it said stole data, including account numbers, for as many as 350,000 wealth management clients and posted some of the information online.

January 5
Practice management

Sobering View on Retirement Crisis: Retirement Scan

A new book says the looming crisis is the result of lawmakers' inaction as well as people's poor saving behavior and decisions.

January 5
Wealth Think 15 Moves Advisors Should Make in 2015

As a new year begins, its time for advisors to take some fresh steps to growing their business.

December 31

Robert Sofia

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.