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.

Investment products

Values-Based Investing for an 'Emerging Market'

While some in the industry have expressed reluctance, Krawcheck says other advisors and institutional investors are intrigued.

By Samantha Allen and Ralph Ortega

June 10
Practice management

To Improve Your Branding, Personalize a Practice

Advisors can enhance their branding by personalizing their practice more. Here are some ways to develop your personal approach.

By Andrew Coen

June 10
Client strategies

Clients Want to Give Money Away Let Them

Clients want to give back, and not just for the tax breaks.

By Andrew Pavia

June 9
Practice management

3 Retirement Planning Essentials to Understand

Longevity increases and cultural shifts have changed the way Americans plan for retirement -- and advisors need to make sure they're keeping pace.

By Rachel F. Elson
Former Editor-in-Chief

June 9
Practice management

How to Fix Industry's Gen Y Problem

To help rebuild the financial advisory industry's reputation and recruiting woes, Pershing's Mark Tibergien urges advisors to adopt a high school financial literacy program.

By Rachel F. Elson
Former Editor-in-Chief

June 6
Practice management

Who Are the Rich?

Affluent, super affluent and ultra affluent: Infographic breaks down assets, investments, family tips, charitable habits and more for people with $1 million or more to invest.

By John J. Bowen Jr.
CEO

June 2
Practice management

Restoring Client Trust

Clients may be skeptical, but responsive advisors can restore their trust.

By Charles Goldman

June 2

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.