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

Retiring In a Volatile Market: Retirement Scan

Pension funds consider reducing hedge fund investments; Divorce after 50 complicates retirement planning; Easing into your retirement role

October 20
Practice management

Wirehouse Advisors Lead in High-End Services, Study Shows

Looking at the range of services received by clients in all advisory channels, traditional wirehouses take the lead in catering to high-end client needs, according to research from Cerulli Associates.

By Suleman Din
Technology Editor

October 20
Succession planning

Continuity planning: Protect your clients & practice

A continuity plan should be simple and spell out how unexpected interruptions could affect the business and how to safeguard the firm, employees and clients.

By Bruce W. Fraser
Financial Writer

October 17
Practice management

The Most Important Step to Retiring Early: Retirement Scan

An extra step to protect inherited IRAs; What youll pay in the Medicare part-D doughnut hole; How much longer to you expect to live? Think again.

October 17
Practice management

More Investors See Retirement Planning as Tricky

The growing realization of the complexity of retirement planning creates opportunities for advisors, according to research firm Hearts & Wallets.

By Margarida Correia
Former associate editor

October 17
Practice management

With Lower Rates, Should Clients Refinance?

With mortgage rates at new lows, is it time for clients to refinance?

By Andrew Pavia

October 16
Practice management

How to Whip Your 401(k) Into Shape: Retirement Scan

What you should know about Social Security; How late-life marriage can hurt your retirement security; Don't let the market downturn do you in

October 15

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.