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.

Professional development

15 cities where financial advisors boosted their incomes the most

Data crunched by SmartAsset suggests some areas enjoyed the largest increases in median annual compensation. The No. 1 metro area saw a 101% hike in pay.

By Tobias Salinger
Chief Correspondent

June 12
RIAs

For financial advisors, teaming comes with advantages: Cerulli study

Working in teams can boost productivity, make succession easier and allow advisors to move upmarket, new research suggests.

By Sabrina Ticer-Wurr
Reporter

June 12
Wealth Think Want to grow your advisory firm? High touch trumps high tech every time

The latest tech can boost productivity, but growth-fueling referrals depend on human interactions that make clients feel safe, smart and valued.

June 12

Derrick Kinney
Tax

Tax-planning certification rolling out as wealth and tax divide narrows

Jeffrey Levine and The American College of Financial Services hope to help more financial advisors branch into the related but historically separate field.

By Tobias Salinger
Chief Correspondent

June 11
AT Think Help business owners with exit planning, philanthropy

Here's a smart way to add long-lasting value to your client relationships.

June 11

Rory Henry

Arrowroot Family Office
Wealth management

Morgan Stanley looks to the workplace to mine trillions in AUM

New CEO Ted Pick sees little need to change the "wealth management machine" his predecessor helped bring to "escape velocity."

By Dan Shaw
Reporter

June 10
Tax

How to chow down on Uncle Sam's business meal deductions

Tax deductions for meals come with a 50% limit in most cases. Here's a mini guide to noshing breaks for financial advisors, tax professionals and their clients.

By Tobias Salinger
Chief Correspondent

June 10

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.