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

Divorce Wave to Follow Obamacare Rollout?

If the health insurance exchanges succeed in making coverage more affordable, planners say they expect some clients who are separated to opt for divorce.

By Janice Fioravante

September 30
RIAs

Advisor M&A: 4 Hot-Button Issues

Two prominent industry experts offer some spirited discussions on a few of the most contentious M&A issues.

September 27
Practice management

Powerhouse Regional RIAs Rising, Dealmakers Say

Expect powerful regional RIAs to emerge from the current round of financial advisory deal-making.

By Charles Paikert
Senior Editor

September 27
Wealth Think Tap Internal Experts for Content Marketing

Before anyone represents your firm online, they need to understand why a blog is important to your organization, what the goals are that you wish to achieve, and the dos and donts for contributing. Here are the three tips to make sure your bloggers succeed.

September 26

Caitlin Zucal
Recruiting

6 Things to Know About Recruiting Gen Y

A recent study highlights the industry's dire need for new advisors, and aims to help firms understand Gen Y's huge potential. Here are the key takeaways.

September 26
Wirehouses

6 Things to Know About Recruiting Gen Y

A recent study highlights the industry's dire need for new advisors, and aims to help firms understand Gen Y's huge potential. Here are the key takeaways.

By Kayan Lim

September 26
Practice management

Members Trust Credit Unions, Not Their Advisors

More than three in five (62%) credit union members trust their credit unions, yet only 18% trust the advisor there. The positive view: this is an incredible opportunity to improve.

By Margarida Correia
Former associate editor

September 26

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.