Election 2024
Financial Planning’s coverage of the 2024 elections centers on the impacts that will be felt throughout the wealth management industry from the next presidential administration and Congress — from regulatory approaches to the economy to the advance of technology like artificial intelligence.
What wealth managers think of the election
Financial Planning’s research has surveyed advisors and other financial professionals to get a read on how the industry views the election. Below, find details about the issues that wealth managers are most concerned about during the run-up to the 2024 election.
Forty-five percent of wealth managers say a disputed presidential election would hurt their business, according to a new Arizent survey.
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How large firms attract and retain top employees in a competitive market.
Nicole Cope, director of Ally Invest Advisors, explains the challenges and benefits of working with each generation on their retirement savings, from baby boomers to Gen Z.
State supreme court rulings granting frozen embryos the same legal status as children will have major impacts on financial planning, writes an expert on estate planning and tax law.
Political bias can create negative chain reactions in portfolios. Here's how to keep investors focused on long-term goals.
More than the wars in Ukraine and Israel and a plethora of other problems, financial advisors worry about the country's ability to pay its bills.
Both Donald Trump and Joe Biden have begun laying out their visions for the Tax Code.
President Biden wants the wealthy to "pay their fair share." Ex-President Trump calls for "the biggest tax cuts." But labeling people as rich creates massive policy challenges.
President Joe Biden proposed tax increases on the wealthy and large corporations, along with some new tax credits, in his State of the Union address on Thursday night.
The 20% deduction for the qualified income of pass-through entities has strong supporters and critics. Here's how tax experts say it could play out if made permanent.
A provision paying for breaks for parents and business owners has earned widespread praise, but an expert says financial advisors should be on alert.
A report from the Investments & Wealth Institute's journal explains the most important pending proposals from the SEC, the Labor Department and other regulators.
Possible threats to the pending proposal could play out in Congress and the courts before an increasingly consequential presidential race, an expert said.
A new provision enables employers to contribute to a workplace 401(k) plan when an employee pays their student loan debt.
The retirement legislation has several new provisions that tackle student loan debt, emergency savings and retirement benefits for small businesses.
Here's a breakdown of the most important proposals and debates circulating in policy circles ahead of this year's election and a big Supreme Court decision.
Finance gurus see the coming 12 months as a time to dilute concentrations in cash and large firms' stock and consider emerging markets and small caps.
