Financial Planning
Financial Planning delivers the essential analysis and insight that independent advisors need to make informed decisions about their businesses and the clients they serve. The only information resource dedicated to the needs of the independent financial planner, Financial Planning provides analysis and breaking news, opinion and expert advice, and practical business-building ideas. Coverage is sharply focused on what matters most to advisors — their clients (building relationships), their practice (building and managing their business, deploying technology), and managing their client's portfolios. The Financial Planning community is deeply engaged through interactions on social media, research panels and an authoritative network of contributors. As advisors optimize their practices' investment performance and client service in a complex, highly regulated industry, Financial Planning delivers actionable and insightful content.
Contact Info
financial-planning@www.financial-planning.com
212-803-8200
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Financial Planning
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394
Posts
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6 months ago
financial-planning
LPL to launch private wealth advisor affiliation model in 2023
The new employee model, appealing to high net worth advisors, is a step in the independent broker-dealer king's plans to scale up to ultra-high net worth clients.
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6 months ago
financial-planning
The economy boomed last decade, but low-income Americans' retirement savings shrank. Why?
As the U.S. recovered from the Great Recession, poorer Americans saw their retirement assets
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6 months ago
financial-planning
FTX users can't count on help from the IRS
You can't use a loss to offset gains if you're not able to take a loss because
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6 months ago
financial-planning
Preparing advisors for the great wealth transfer with CRM alerts, childhood financial literacy and piggy banks
Bento Engine's new wealthtech tool aims to help advisors teach their clients how to pass experience and hindsight to the next generation.
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6 months ago
financial-planning
Off the record: Brokers have until Dec. 7 to comment on FINRA expungement proposal
Regulators' amendment would prevent dealers who have been found liable from even trying to get records erased.
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6 months ago
financial-planning
On eve of World Cup, PE-backed firm hires ex-U.S. Soccer chief to boost athlete and entertainer business
Will Wilson brings significant experience to Galway Holdings, including being a former NFL agent and executive familiar with the financial side of sports.
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6 months ago
financial-planning
AllianceBernstein says active funds should aim to beat inflation, not S&P 500
Meeting or beating an index doesn't produce enough extra gain to keep up with inflation.
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6 months ago
financial-planning
Retirement savers are gloomy but keep steady on squirreling way
Fidelity report: Most people with 401(k)s kept contributions steady in the third quarter
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6 months ago
financial-planning
Merrill hires $1B Citi Private Bank team in Tri-State area
The loss is one of many for Citi to Merrill in recent months.
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6 months ago
financial-planning
The compensation that financial advisors are demanding right now
Smaller firms, more flexibility and greater diversity among job seekers
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6 months ago
financial-planning
Stifel steadily grows advisor count with record Q3 wealth revenue
The Saint Louis-based brokerage pulled in new advisors in both employee and independent channels.
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6 months ago
financial-planning
Raymond James case offers costly warning ahead of Reg BI ramp-up
The firm's latest supervisory case involving its oversight of former brokers comes as regulators and client attorneys have more
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7 months ago
financial-planning
Does the 4% rule still make sense for retirement in the 2020s?
The classic guideline emerged in the '90s as a simple template for retirement spending.
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7 months ago
financial-planning
Raymond James lures largest advisor teams in history for record net revenue
The wealth firm said it recently brought in its largest recruited groups ever.
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7 months ago
financial-planning
Are independent wealth managers that punish exiting financial advisors really independent?
Securian's alleged tactics with departing managing partners highlight a troubling trend among firms claiming to offer flexibility and freedom.
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7 months ago
financial-planning
LPL's profits double as firm's financial advisor headcount tops 21K
The firm is also trying to upgrade its services for advisors through new digital chatting tools to get in touch with the corporate office without
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7 months ago
financial-planning
Tax cuts for the rich? In this economy? GOP playbook faces doubts
There's not much wiggle room for further reductions, especially in an uncertain economy.
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7 months ago
financial-planning
Amid record earnings, Schwab to move 98% of TD accounts in 2023
Higher interest rates pushed up profits as the company revealed the timing for completion of the massive $2.
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7 months ago
financial-planning
Asset management firms face harsh wakeup call in McKinsey report
Core assumptions that underpinned record growth in recent years no longer hold.
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7 months ago
financial-planning
SEC aims to simplify, shorten fund reports for advisors and investors
Why Shareholder Documents Are So Expensive
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7 months ago
financial-planning
CFP Chair Kamila Elliott, partners launch RIA to close racial wealth gap
The four Black planners have worked for some of the largest firms in the industry. Now they've started their own ensemble practice.
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7 months ago
financial-planning
House Republicans defend Medicare, Social Security reform plans
The No. 2 GOP member said Democrats are mischaracterizing the party's proposals as cuts to benefits.
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7 months ago
financial-planning
Tax breaks for kids, companies are suddenly brewing in Congress
But success depends on the outcome of the November midterm election, with a resounding win for one party likely inhibiting any compromise before a new Congress swings into action.
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7 months ago
financial-planning
Inherited a Roth retirement plan? Advice on withdrawals is all over the map
An IRS proposal has spawned confusion about whether non-spousal heirs to Roth plans need to take RMDs before draining the accounts after 10 years.
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7 months ago
financial-planning
Merrill swells advisor ranks with young talent
The wealth unit of Bank of America reported record revenue in the third quarter and said it was holding onto clients whose advisors had left the firm.
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7 months ago
financial-planning
Pershing takes in $45B in net new assets as BNY wealth management client assets plummet in Q3
BNY Mellon is celebrating the launch of its crypto custody services and the future of Pershing X. B
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7 months ago
financial-planning
Morgan Stanley adds $65B in client assets toward $1T goal
The wirehouse's three channels are starting to work together in tandem, CEO James Gorman says.
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7 months ago
financial-planning
7 initiatives advancing diversity in financial planning
Efforts to increase diversity in the wealth management industry include Raymond James' Black Financial Advisors Network and the BLX Internship Program.
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7 months ago
financial-planning
Goldman shakes up leadership ranks in yet another overhaul
Wall Street giant plans to once again combine its expanded asset management and private wealth businesses into
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7 months ago
financial-planning
Custody battle: How legacy financial institutions are entering crypto
BNY Mellon and Nasdaq are developing in-house digital-asset custody platforms for institutional investors, making them among the first in traditional finance.
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