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.

AT Think Maybe you shouldn't start a podcast

Podcasting is the new blogging. Everyone's doing it, and you should, too, right? Not so fast.

April 24

Blake Oliver

Earmark CPE
Wealth Think Is your firm's tech stack driving away financial advisors?

Just as a sports car needs paved roads for optimal performance, planning software without fast, accurate and accessible data makes for a bumpy ride for financial advisors and their clients.

April 24

Jeff Schwantz

Advisor360°
Industry News

Advisor360° taps retired MassMutual exec as new CEO

Advisor360° names former MassMutual exec Mike Fanning as its new CEO

By Rachel Witkowski
Tech reporter

April 23
Estate planning

Few Americans put their pets in their wills. Here's why they should

Few U.S. adults have done any estate planning. Even fewer have done so for their pets. Advisors can help them get started.

By Nathan Place
National Reporter

April 23
Industry News

Fidelity launches new hub to help lead advisors to organic growth

Fidelity launched a new hub aimed at helping advisors who said they're struggling to grow organically. The move comes as LPL Financial and BlackRock launched similar hubs this year.

By Rachel Witkowski
Tech reporter

April 23
Industry News

More ex-First Republic advisors exit JPMorgan for smaller firms

Three advisory teams managing $10 billion in the San Francisco area are among an ongoing wave of departures from the biggest U.S. bank.

By Dan Shaw
Reporter

April 22
Tax

Tap overlooked tax breaks to help small business owners

Experts say that busy entrepreneurs often miss incentives and advantages available to them. Financial advisors and tax professionals can give them a nudge.

By Tobias Salinger
Chief Correspondent

April 22

Resources

The latest Financial Planning research and discussion:

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
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.