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

Use Your Roth IRA for Retirement & College: Retirement Scan

Customize your income-replacement rate; options for required IRA distributions; finding an identity beyond the workplace

August 12
Practice management

One-Third of Americans Lack Retirement Savings

Many U.S. households are not adequately prepared for retirement, according to a new report from the Federal Reserve that found 31% of non-retired respondents indicating they have no retirement savings or pension, including 19% of those ages 55 to 64.

August 12
Practice management

Millennials Want Social Security Changes: Retirement Scan

Is the American dream still alive; Social Security earnings test is not a tax; How to manage health care costs

August 11
Practice management

What TD Bank's 8-Million Viewer Video Can Teach Other Banks

The Canadian bank's viral YouTube clip comes as the industry struggles to use social media effectively.

August 8
Wealth Think Want to Be a Thought Leader? Here's How

It takes a lot of time to develop original insights and advance the public conversation around a thought. If you have the inclination, follow this plan to start the process.

August 8

Marie Swift

Impact Communications
Practice management

Why Investors Missed the Roaring Bull Market: Retirement Scan

Fed policy and your retirement portfolio; Can you file-and-suspend at 62; Unexpected consequences of early retirement

August 7
Practice management

Why Some Workers Are Facing Pension Cuts: Friday's Retirement Scan

4 reasons not to panic about Social Security; The role of bonds in a portfolio; Education trumps retirement for single parents, and that's a cause for concern

August 1

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.