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.

Election 2024

Client anxiety, national debt and other election news affecting wealth managers

As election season ramps up and debates begin, wealth managers are paying attention to how each candidate is addressing particular economic concerns.

By Courtney Hoff Dockerty
Writer, Growth Content

June 26
Fintech

Practice management tech tips from advisors at Morningstar's conference

Three veterans with decades of experience shared their time-honed secrets about using investment research in ways that are understandable to clients.

By Tobias Salinger
Chief Correspondent

June 26
Building Black Wealth

When personal wealth in one neighborhood turns into national progress

The many ways of measuring success in the West End of St. Louis could add up to policy solutions for narrowing the racial wealth gap — if the Invest STL Rooted program is successful.

By Tobias Salinger
Chief Correspondent

June 26
Technology

New RISR advisor platform raises $1.5M for expansion

New advisor tech provider is expanding its recently launched platform built for advisors to manage portfolios specifically for private business owners.

By Rachel Witkowski
Tech reporter

June 26
Wealth management

LPL rips Ameriprise for trying to intimidate departing advisors

LPL accuses its rival of hindering "competition in the financial services space" through its "cynical" attempts at frightening advisors into staying put.

By Dan Shaw
Reporter

June 25
Building Black Wealth

A plan to build Black wealth in one community — and nationwide

Amid the painful backdrop of history and the scale of the present-day challenges, pro bono financial advisors are focusing on their clients.

By Tobias Salinger
Chief Correspondent

June 25
Wealth Think Don't forget Fido: How to help clients include pet care in estate plans

Just 9% of wills take pets into account. Here's how advisors can have a conversation with clients to ensure pets are properly included in their estate plans

June 25

Pegine Grayson

Whittier Trust

Resources

The latest Financial Planning research and discussion:

Advisor strategies
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
Web Seminar Unlock your potential: Monetize and maintain your independence

Did you know you can monetize, simplify and preserve your legacy, all while bridging to the next generation? Most will wonder "what's the catch?"

Sponsor Content from LPL Financial

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.