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

Half of Boomers Don't Realize They Pay IRA, 401(k) Fees: Retirement Scan

Advisor sends his clients on a road trip; 401(k) contributions max to rise to $18,000 in 2015; Navigating the new retirement world

October 24
Practice management

How Advisors Can Make the Most of Social Media

Financial advisors share their best social media practices. Which ones are you using?

By Andrew Welsch
Former Managing Editor

October 24
Practice management

Advisor Opportunity? Big Bump in Millennials Planning for Retirement

Millennials are becoming more proactive about retirement planning, according to the semiannual 401(k) Wellness Scorecard report from Bank of America.

By Maddy Perkins
Managing Editor, Editorial Operations

October 23
Practice management

Planning an Acquisition? Avoid These Missteps

What questions are advisors not asking when buying a firm?

By Andrew Pavia

October 23
Practice management

How to Win Next Gen Clients

Want to connect with millennial clients? Here's how and why.

By Andrew Welsch
Former Managing Editor

October 22
Practice management

Are You Getting It Wrong on Risk Tolerance?

Financial advisors may need to alter the traditional way they view investors safety zones.

By Michael Kitces
Head of Planning Strategy

October 21
Practice management

FINRA Takes Action Against Former JP Morgan Rep

FINRA's Enforcement Department alleges that the registered rep issued and distributed unauthorized ATM cards as part of a scheme to steal customer funds.

By Margarida Correia
Former associate editor

October 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.