Elijah returned to Financial Planning in 2025 after working as a summer intern with FP in 2023. He earned an undergraduate degree from Berea College in Berea, Kentucky, and a master's degree in data journalism from Northeastern University in Boston. His work has been published in Bloomberg News, The Boston Globe, The Texas Tribune, WCVB, WBUR, The Drive and Autoblog.
-
Citi's wealth division was a relative bright spot in the bank's second quarter earnings report, with revenue up amid turbulent market conditions.
July 15 -
Take a buyout or risk a later layoff? As more federal employees find their jobs in the crosshairs, financial advisors say they're navigating a complicated and uncertain path forward for their clients.
July 14 -
Investors are increasingly turning to generative AI for financial advice, according to a Betterment survey. Advisors say tools like ChatGPT can provide useful information to investors, but they rarely understand a client's whole picture.
July 11 -
New government-funded "Trump accounts" aim to set newborn Americans on a "course for prosperity." But financial advisors aren't entirely convinced about their utility.
July 9 -
A provision in Trump's tax and budget law gives seniors 65 and older a new deduction that offsets Social Security taxes for most retirees. While it helps many keep more money, it also accelerates the program's insolvency.
July 7 -
Earning and maintaining certifications requires a significant time investment. So why do advisors go through the trouble?
July 3 -
Even after accounting for income, Black Americans still trail in retirement savings, according to a recent EBRI study. Advisors point to a mix of historic and systemic barriers that make the gap hard to close.
July 2 -
As college costs rise, parents are resorting to increasingly costly means to pay for their children's educations. Financial advisors say the loss in retirement savings is rarely recovered.
June 30 -
To best serve LGBTQ clients, financial advisors must understand their unique needs and challenges, from diverse household structures and retirement plans to the correct use of pronouns.
June 27 -
As an aging cohort of financial advisors prepares for retirement, firms are scrambling for next-gen talent. Yet a new study found that few have developed a comprehensive succession plan.
June 26
