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

Protecting Your 401(k) From a Big Market Drop: Retirement Scan

Collecting Social Security benefits on your ex-spouse's record; No need to worry about Social Security; How a mini-retirement can rejuvenate your career

August 20
Practice management

Low-Risk Investments Resonate With Hispanic Investors

Trying to woo Hispanic clients? Talk to them about simple, low- or no-risk investment products.

By Margarida Correia
Former associate editor

August 19
Practice management

More Than One-Third of American Have No Savings: Retirement Scan

Do retirees take the right amount of risk?; An overlooked vehicle for retirement savings; People don't realize they have self-directed brokerage accounts

August 19
Practice management

Place for Hedge Funds in Your Portfolio?: Retirement Scan

Persistence angle adds to active-passive debate; Best ways to snag a job in retirement; Are you as healthy as your 401(k)?

August 18
Practice management

Is Your Succession Plan a Fiduciary Breach?

Are advisors doing clients a disservice when they prepare to hand over the reins?

By Matthew Cooper

August 14
Practice management

How Should the Government Fix Social Security: Retirement Scan

Why your awesome 401(k) is still not as good as cash; Ignore this savings plan at your peril; Will benefits continue to increase if you wait past 70?

August 14
Practice management

7 Rules for Winning New Clients

After listening to advisors pitch their businesses, a panel of investors explained what works. Advisor and consultant Ron Carson shares the most important takeaways.

By Ann Marsh

August 13

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.