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.

Operations

Fund Managers: Ask More When it Comes to MiFID

When the European Markets in Financial Services Directive was adopted three years ago, fund managers appeared content. After all, more competition in markets would mean their broker-dealers would get a "better deal" for their firms and their clients.

July 26
Operations

No Time to Fail For Fund Managers

No fund manager likes to fail in his or her trading strategies. It's bad for business.

July 19
Practice management

BofA Launches New Ad Campaign on Retirement

BofA will spend up to $20 million over the next three months on its help2retire campaign.

January 25
Practice management

Playing the Fool: Garrett Looks for Marketing Edge with New Alliance

The agreement with the Motley Fool has a clear financial advantage for the Garrett Network, which spends just $10,000 a year marketing its advice to financial advisors who might join the group.

January 22
Investment products

In a World With Few Guarantees, NY Life Wants to Offer Some

The insurance giant's new ad campaign tries to capitalize on investors' flight to safety.

January 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.