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.

Wealth Think AI is taking advisor jobs. It doesn't have to take yours

Showing up for clients is still crucial, but using AI to deliver on financial goals matters more, says Altruist's CEO.

February 24

Jason Wenk

Altruist
Regulation and compliance

Edward Jones fed client data to LinkedIn, Google for ads, lawsuits say

A pair of putative class-action lawsuits this month accuse Edward Jones of allowing information clients enter online to be harvested for use in targeted marketing campaigns.

By Dan Shaw
Reporter

February 20
Wealth management

How advisors should guide clients who become unexpected caregivers

Financial advisors have critical roles for modifying financial plans to cover costs and long-term plans when clients find themselves faced with caring for a family member.

By Rob Burgess
Former reporter

February 19
Professional development

How 2 growing RIAs use career paths to deepen the talent pool

Wescott and Moneta Group present helpful examples of paths for financial advisors and other employees that experts say are essential for growth.

By Tobias Salinger
Chief Correspondent

February 19
Black History Month 2026

6 books that helped Junior Bridgeman become a billionaire

From the Bible to best-selling books, the NBA player turned business owner credited his success in part to his voracious reading habit.

By Tobias Salinger
Chief Correspondent

February 18
Black History Month 2026

Investing in the family franchise: Junior Bridgeman's legendary lessons

A solid sixth man for the Milwaukee Bucks built his family's wealth after his playing days. Here's what financial advisors and investors can learn from his example.

By Tobias Salinger
Chief Correspondent

February 18
Wealth Think Financial advisors are failing child-free clients. Here's how to fix it

Default assumptions based on nonexistent children can lead to overaccumulation and unnecessarily delayed retirement.

February 18

Jay Zigmont

Childfree Trust

Resources

The latest Financial Planning research and discussion:

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.