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.

Wirehouses

Succession Agreements Could Lead to Lower Advisor Payouts

Tash Elwyn, President of the Private Client Group at Raymond James, discusses succession planning.

November 1
Practice management

Capturing Affluent Clients Now

As consumer assets grow, wealth management opportunities abound for big firms.

November 1
Client strategies

Favored Deductions at Risk in Tax Reform

But experts say politics will likely put changes to tax code on hold.

November 1
Compliance

Wirehouse Advisors Drop Fee-Only Designation

After an investigation reveals mislabeling, advisors told to stop describing themselves as "fee-only" on the CFP website.

November 1
Sales and marketing

CFP Board's 'Fee-Only' Crackdown

The CFP Board's abrupt changes of planners' listings on its website and its offer of amnesty to rulebreakers raises questions about previous sanctions.

November 1
Practice management

Do Natural Disasters Lead to More Mortgage Defaults?

If a storm similar to Hurricane Sandy makes landfall, how many homeowners would default on their mortgage?

October 31
Wealth Think Understanding the Female Market

Women are earning more, inheriting more and controlling more wealth than ever before. This is a huge market awaiting every financial advisor, if he or she understands some key points about working with female clients.

October 27

Jack Singer

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.