Financial Planning is the only information resource dedicated to serving the needs of independent financial planners.
FounderSolutions With SonyaJanuary 27
President and CEONICSAJanuary 27
FounderWealth LogicJanuary 22
The funds raked in $150 billion in 2019 as investors have gotten more comfortable with how they react across different market environments.January 28
Retirement savers stand to gain more by investing their money instead of taking an interest-free reimbursement.January 28
Salary increases can make long-term planning more complicated if investors boost their lifestyle instead of their savings, an expert warns.January 27
The custodial giant is aiming to cut down on the time involved with opening accounts — which advisors often view as a drain.January 27
Fidelity Investments, Invesco and American Century Investments are among those pitching rival visions for ETFs that disclose their holdings like mutual funds.January 27
To reduce the risk of retiring early, seniors are advised to take on a part-time job or downsize to reduce expenses.January 24
Data, Research & Multimedia
In the first episode of Financial Planning's new podcast series, Tobias Salinger talks with advisor Dasarte Yarnway about how he “fought and clawed” his way into the profession and discusses the ambitious goals he’s working toward for his RIA, as well as the industry.
The SEC examined approximately 2,180 RIAs in 2019.
For wealth managers to make smarter business decisions, get to market faster, and connect more effectively with their clients, data is the key.
The record level of transactions — as well as long-term industry shifts — often prompt advisors and other wealth management professionals to assess their options.
More often than not, wirehouses were on the losing side of these moves.