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.
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The LPL–Commonwealth megadeal set off a two-sided scramble. As LPL fought to retain advisors and assets, rivals raced to poach both.
April 1 -
A proposed Labor Department rule could ease the path for alternative investments in 401(k)s, but advisors may face new due diligence and communication challenges.
March 31 -
As RIAs look to offer more holistic planning, many are partnering with CPA firms to deliver tax expertise without the cost and complexity of building it in-house.
March 30 -
Women now make up about 26% of financial advisors, but growth has stalled. Advisors say structural barriers are holding the industry back.
March 27 -
State and local tax burdens vary widely depending on how taxes are structured. A new WalletHub study provides a definitive ranking.
March 26 -
With enhanced ACA subsidies gone, even a small income mistake can cost clients thousands.
March 25 -
A decade after the SEC first raised concerns about outsourced CCOs, the model is growing. But the fundamental tension remains: How many firms can one person truly oversee, and at what risk?
March 25 -
Middle- and lower-income retirees face a growing gap between income and long-term care expenses, forcing advisors to rethink planning strategies.
March 20 -
A well-intentioned tax move can push retirees over a Medicare income threshold, leading to thousands in unexpected annual premiums. Here's how advisors avoid these costs.
March 19 -
A recent alert from the U.S. Securities and Exchange Commission flags ongoing compliance gaps in testimonials, endorsements and third-party ratings as scrutiny shifts to real-world practices.
March 17 -
Research shows that many investors fear policy changes could hurt their retirements, but these concerns often go unspoken with financial advisors, creating a planning gap.
March 16 -
A new SmartAsset study finds that retirement savings vary widely by state in 2026. See how your state ranks.
March 13 -
Questions this season reflect confusion about 1099 income, new OBBBA deductions and retirement considerations, according to data from online expert platform JustAnswer.
March 12 -
Since President Trump took office in his second term, the expert panel advising the Department of Labor on ERISA matters has stopped meeting, and officials have not explained why.
March 11 -
After an optimistic start to the year, financial advisors' confidence in the economy and other key indicators fell sharply in March as the United States escalated its bombing campaign in Iran.
March 9 -
New Tax Foundation research reveals which households and regions gain most from President Donald Trump's One Big Beautiful Bill Act.
March 4 -
New data from J.P. Morgan reveals how retirement expectations diverge from reality, and what that means for advisors helping clients navigate life after work.
March 2 -
Private equity in 401(k)s may face significant liquidity strains, reducing returns and complicating plan management, according to new Morningstar research.
February 27 -
President Donald Trump unveiled a federal plan offering government-backed retirement accounts with a $1,000 annual match for workers without employer-sponsored plans.
February 25 -
The growth of CFP Board-registered programs, from certificates to doctoral programs, reflects the industry's shift away from commission-based models.
February 25
