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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As markets brought fears of a recession in 2022, some firms fared better than others in limiting losses.
July 20 -
While the data isn't definitive, migration may be playing a significant role.
July 17 -
For socially-conscious planners, helping high net worth clients grow their wealth can be an alienating experience.
July 14 -
Research shows clients don't care if an advisor shares their race or gender. Advisors say otherwise. Studies examining customer attitudes about their planner's identity often run up against the reality financial professionals say they experience.
July 13 -
The deal, a mix of cash and equity, will expand the RIA consolidator's growing service offerings to clients.
July 11 -
Following a Supreme Court ruling banning race-conscious college admissions, some advisors fear that RIAs will step back from their DEI initiatives.
July 10 -
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
