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.

Sales and marketing

D.A. Davidson 80 Years Later: New Brand, Poised for Growth

D.A. Davidson gets a facelift as the regional firm nears its 80th anniversary and enters a new period of growth.

By Andrew Welsch
Former Managing Editor

July 14
Practice management

Advisor Opportunities in Aging Population?

Wealth management is poised to benefit significantly from an aging global population and a substantial wealth transfer, a new study from Merrill Lynch shows. But some evidence suggests the industry is unprepared.

By Kenneth Corbin
Contributing Writer

July 14
Wealth Think Does Your Client Need a Revocable Trust?

These instruments can be very powerful estate planning tools. Here are five situations in which a revocable trust might be helpful for clients.

July 14

Tracy Craig
Practice management

6 Ways Retirees Fool Themselves: Friday's Retirement Scan

How to get "peace of mind" retirement income; Changing insurance plans can reduce premiums; Risks of spending retirement savings too early

July 11
Practice management

More Competition, Higher Costs in Senior Health Care: Wednesday's Retirement Scan

When is it ok to borrow from your 401(k); Picking the best pension payout; Paying long-term care with HSA money

July 9
Practice management

Pitfalls of Paying for Adult Children: Tuesday's Retirement Scan

Considering alternatives to retiring; Managing an old 401(k); What to do when retirement accounts are maxed out

July 8
Practice management

17 States Consider Low-Cost Savings Options: Monday's Retirement Scan

Immediate annuities surge, but lag other types; Never too late to plan; Different opinions on 4% rule

July 7

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.