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

7 Retirement Mistakes Gen X Is Making: Retirement Scan

Private equity is coming to a 401(k) near you; How different types of retirement income are taxed; Navigating the complex world of 401(k) fees

August 29
Practice management

My Biggest Retirement Mistake: Retirement Scan

Dueling data muddies Social Security Debate; Split up Social Security when couple splits up?; Beyond Medicare's ratings, picking a nursing home

August 28
Practice management

Alternative Strategy for Retirement: Don't

Most advisors won't get the price they want from selling their practices -- and don't really want to sell anyway, one study finds.

By Ann Marsh

August 27
Practice management

Marketing Tricks to Reach Gen Y

In trying to find new young clients, many advisors are turning to online platforms. But that is not the only track to success.

By Dave Grant
Founder and planner

August 26
Practice management

The Secret to Building a Bigger 401(k)

What to do with an old 401(k) when changing jobs; Why it's so difficult to raise kids and save for retirement; 3 things to know about your 401(k)'s escape hatch

August 26
Practice management

Pros and Cons of Longevity Insurance: Retirement Scan

Is it ever smart to tap retirement accounts early?; A 401(k) rollover checklist; 5 reasons why you shouldn't retire at 62

August 25
Investment insights

Firms Cater to Young Investors Wanting to Sync Investments With Values

Wealth management firms are positioning themselves to meet rising demand from millennial investors who want to better align their investments with their values.

By Andrew Welsch
Former Managing Editor

August 25

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.