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.

Donald Trump and Kamala Harris at the second presidential debate in Philadelphia.

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.

October 17
3 Min Read

Multimedia

Amanda Dolan

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


Nicole Cope

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.

Additional coverage
What bankers got right and wrong about the election

Join Arizent and American Banker experts as they discuss whether bankers and other financial professionals got what they wanted from Trump's victory at the polls.

Donald Trump during an election night event in West Palm Beach, Florida
Tax

The Internal Revenue Service may be facing steep cuts in its budget with the win on Tuesday night of President-elect Donald Trump.

November 6
President Donald Trump

Republican President-elect Donald Trump is headed back to the White House, and his party will retake the U.S. Senate, which likely means deregulation and lower taxes.

November 6

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.

November 6
3 Min Read

After an exhausting presidential campaign, here are the key policy, investment strategy and practice management topics for financial advisors and their clients.

November 6
3 Min Read
Republican presidential nominee Donald Trump stands on the stage at a campaign rally shortly before Election Day.

The return of the former president to the White House gives him an opportunity to deliver on his many tax promises.

November 6
2 Min Read
Donald Trump (center) speaking before a crowd on the night of Nov. 6. A series of American flags are in the background.

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.

October 29
1 Min Read
Trump Harris debate

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.

October 23
3 Min Read
Picture of a hand dropping a ballot into a voting box. A blue curtain is in the backdrop out of focus.

Everyone agrees that the anticipated insolvency in 2035, is a problem, but the answers to how to fix it are anything but unified.

October 17
5 Min Read
White House.Bloomberg.jpg

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.

October 17
3 Min Read
Donald Trump and Kamala Harris at the second presidential debate in Philadelphia.

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.

October 17
5 Min Read
The U.S. Capitol building's dome is lit up at night behind the streetlights reflecting off a pool on the National Mall in Washington, D.C.