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.

Client strategies

Best Way to Wow a Client

You know you're supposed to provide great client service. Is anybody telling you how to do it?

May 1
Practice management

Wealth Management Forecast: 150 Firms to Dominate by 2023

Within a decade, only about 150 large, profitable wealth management firms will dominate wealth management, according to a new forecast co-authored by Mark Hurley, chairman and CEO of the Fiduciary Network.

By Rachel F. Elson
Former Editor-in-Chief

April 29
Practice management

Americans Spend Less on Finance as Doubt Lingers

Americans are allocating a smaller share of their spending to investment-related fees since the recession, a sign they are still wary of returning to financial markets even as stocks trade near record highs.

By Anna-Louise Jackson and Anthony Feld

April 26
Client strategies

How to Regain Client Trust

UBS executive Robert Mulholland has a message for professionals in the financial services industry: We are the adults in the room.

By Lorie Konish
Former managing editor

April 26
Client strategies

Fixing the Obamas' Finances

Barack and Michelle Obama need a better financial strategy. Financial Planning has several suggestions.

By Allan S. Roth
Founder

April 25
Practice management

Americans Prefer Long-Term Planning Over Immediate Gains

The survey, by Northwestern Mutual, found that three quarters of people prioritize long-term planning over short-term performance, and one-third said slow and steady wins the race best describes their approach to future financial goals.

April 25
Practice management

Succession Planning, Regulation, Technology Top Raymond James Agenda

Succession planning, regulatory and technological issues will be the main focus for Raymond James Financial Services over the next year, according to Scott Curtis, the firm's president.

By Charles Paikert
Senior Editor

April 22

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.