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.
Wealth managers’ views of the 2024 election
Financial Planning has collected data on the opinions of financial advisors on the coming presidential and congressional elections. Here’s how they view the candidates, the likely outcomes and how the election will affect their clients.
With the November election mere weeks away, there is still time for tax pros to ponder the strategies available to meet the proposals of each candidate.
Multimedia

Retaining young advisor and broker talent
How large firms attract and retain top employees in a competitive market.

How to advise each generation for retirement
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.
Once a crypto skeptic, Trump corralled tens of millions of dollars in industry support for Republican candidates by promising to make America the Bitcoin superpower of the world.
After an exhausting presidential campaign, here are the key policy, investment strategy and practice management topics for financial advisors and their clients.
The return of the former president to the White House gives him an opportunity to deliver on his many tax promises.
A survey conducted by Financial Planning found that while 54% of advisors prefer Donald Trump to sit in the White House in 2025, 61% say Kamala Harris is the frontrunner.
Financial Planning polled 213 respondents as a part of its Fall 2024 Election Survey and asked which election outcome would be best for the country overall. And while there were some deviations, the overall picture remained roughly the same between various races.
Everyone agrees that the anticipated insolvency in 2035, is a problem, but the answers to how to fix it are anything but unified.
With the November election mere weeks away, there is still time for tax pros to ponder the strategies available to meet the proposals of each candidate.
FP's parent company surveyed more than 200 industry professionals to ask their view of taxes, Social Security and the budget. Here's what they said.