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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Envestnet and eMoney Advisor, the two leaders in the financial planning software market, have struggled to maintain their market share over the last two years.
July 6 -
Researchers found that relatively older mutual fund managers obtained half a percentage point higher annual returns than their relatively young counterparts.
June 30 -
The bill would not only ban non-competes but also limit the scope of non-solicit agreements.
June 29 -
Researchers identified 11 problematic predispositions exhibited by planners when making recommendations to clients.
June 26 -
30% of LGBTQ individuals report experiencing bias or discrimination when seeking out financial services.
June 23 -
After three years of student loan forbearance, the passing of the debt ceiling bill guaranteed the expiration of the freeze this fall.
June 22 -
A new report from the National Financial Educators Council argues that current school mandates for financial literacy are subpar.
June 16 -
The influence of new technology in financial advising can feel amorphous, but experts say clear shifts are happening in the industry.
June 13 -
In a crowded market, aiming to serve clients in a specialized area can help advisors differentiate themselves from the pack.
June 12 -
The new firm, set to begin operations on Monday, will be partnering with Highwater
June 9