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 Recovery Hasn't Been Kind to Boomers: Retirement Scan

During a time period while stock markets and housing values were on the rise, wealth and income fell for Americans aged 45 to 64, according to a new study from the Federal Reserve.

September 10
Wealth Think Make a Successful Acquisition: 3 Key Rules

A new research paper identifies several elements tied to the most satisfied dealmakers. See the takeaways for advisors.

September 10

James Poer

Kestra Financial
Client strategies

HNW Women Prove More Savvy About Alts Than Men

High-net-worth women are savvier about alternative investment choices than their male counterparts, says a study by New York Life MainStay Investments.

By Suleman Din
Technology Editor

September 9
Practice management

You Don't Need a Fortune to Retire Happy: Retirement Scan

How to prepare for retirement on a low income; How much do you really gain by waiting for Social Security; Manage your health records online

September 9
Practice management

What Really Determines Your Firm's Value

Discounted cash flow is the most important valuation method financial advisors can use, according to strategic consultant David DeVoe.

By Charles Paikert
Senior Editor

September 5
Practice management

What the IRS Rules Mean For Your Retirement Account: Retirement Scan

What you need to know about IRAs and trusts; The easy solution to our retirement savings crisis; Prepare to retire with a gift annuity

September 5
Practice management

It's 'Back to the Future' For This 401(k) Plan: Retirement Scan

Can your financial advisor solve your retirement puzzle?; Don't let IRA contribution limits wreck your retirement dreams; How you can be happy in retirement

September 4

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.