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  • Wealth Management
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  • LEADERS
  • Featured Research
  • Retirement
    1 in 4 Americans are 'sandwiched' between their parents' and children's expenses

    New research shows 26% of U.S. adults are wedged between two generations of expenses, leaving little room for their own savings.

    By Nathan Place
    National Reporter
    October 5
  • Industry News
    Recruiting case highlights perils of equity deals

    Industry recruiters say offers of shares in advisory firms are hard to value.

    Dan Shaw
    By Dan Shaw
    Reporter
    October 4
  • Tax
    How the ticking clock affects tax-loss harvesting

    A new working academic paper cites a dearth of research about the increasingly widespread strategy and the need to consult financial advisors about it.

    fp_author_Tobias_Salinger.jpg
    By Tobias Salinger
    Chief Correspondent
    October 4
    Lego tractor on a calculator
  • The Most Powerful Women in Banking 2023
    Franklin Templeton CEO on the 'unintended consequences' from interest rate hikes

    At the Most Powerful Women in Banking conference, asset management leader Jenny Johnson discussed opportunities and risks for portfolio managers in 2023.

    By Victoria Zhuang
    Reporter
    October 4
    IMG_2099.jpg
  • Practice and client management
    Advisory practices aren't meeting clients' tax demands, study finds

    Consumers with more than $250,000 in assets are seeking the services at a higher rate than financial advisors are currently providing them, according to a new survey.

    fp_author_Tobias_Salinger.jpg
    By Tobias Salinger
    Chief Correspondent
    October 4
    Calculating taxes
  • Investment strategies
    Ask an advisor: Should I divest from China?

    The world's second-largest economy is facing sluggish growth and a web of crises. Is it time to get out?

    By Nathan Place
    National Reporter
    October 3
  • The Most Powerful Women in Banking 2023
    JPMorgan exec says 'Wall Street 2.0' will be better for women

    Mary Callahan Erdoes, CEO of asset and wealth management at the megabank, says recent advancements in remote connectivity will lead to a "much better Wall Street than many of us grew up in." She urges women not to let newfound flexibility go away.

    Kyle Campbell, Washington bureau, American Banker
    By Kyle Campbell
    Staff writer
    October 3
  • Industry News
    What women, next-gen investors want in philanthropy: Bank of America study

    A new report on wealthy Americans' philanthropic activities shows where advisors can help women and younger investors with giving back.

    By Victoria Zhuang
    Reporter
    October 3
    Signage outside a Bank of America branch in San Francisco, Jan. 14, 2021
  • Practice and client management
    Two must-have client conversations for college planning: 529s, FAFSA

    As college application season begins, advisors can help parents with these two important yet sometimes overlooked financial tools.

    By Victoria Zhuang
    Reporter
    October 1
    529 College Savings Plan, higher education
  • Tax
    11 tax tips on mortgages and homeownership

    A half dozen experts shared advice for financial advisors and clients who are buying, selling or refinancing homes.

    fp_author_Tobias_Salinger.jpg
    By Tobias Salinger
    Chief Correspondent
    September 29
    Home for sale
  • Wealth management
    How client portals can supercharge the advisor-client relationship

    New FPA and eMoney research finds that financial planners who actively integrate a client portal into their practices have better client outcomes, including reduced financial anxiety and increased loyalty and trust.

    By Justin L. Mack
    Former Wealthtech Reporter
    September 29
  • Wealth management
    Sound Investments: Wealth management's ultimate music playlist

    Financial Planning's staff has compiled 84 songs that we believe speak to the souls of advisors.

    By Staff report
    September 29
  • Recruiting
    How relationships helped Kestra win a $1.7B team from Principal

    The president of Kestra Financial spoke with FP about the power of using relationships to help recruit big talent, and how the firm differentiates on the talent market.

    By Victoria Zhuang
    Reporter
    September 28
    Photo with credit - Kestra offices in San Antonio TX (time taken unknown)
  • Politics and policy
    How to guide clients through a government shutdown

    Financial advisors getting calls or emails from panicked investors can remind them that experts predict any economic impact would be limited and temporary.

    fp_author_Tobias_Salinger.jpg
    By Tobias Salinger
    Chief Correspondent
    September 28
    U.S. Capitol building, Bloomberg News
  • Wealth Think Divorce, death and taxes: 3 risks connected with SLATs

    The irrevocable instrument has gained popularity among couples but should not be entered into lightly.

    September 28
    Kathy Davis
    Kathy Davis
    Anglin Reichmann Armstrong
  • Practice and client management
    Ask an advisor: Can I refuse to work with my client's son?

    A wealth manager in Cincinnati has little room for new clients, especially one with few assets to manage. Can he turn him down?

    By Nathan Place
    National Reporter
    September 27
  • IBD Elite 2023
    IBD Elite 2023: Which independent brokerages have the largest RIAs?

    These 10 firms are driving the ongoing shift in the industry to fiduciary advice and away from sales commissions.

    fp_author_Tobias_Salinger.jpg
    By Tobias Salinger
    Chief Correspondent
    September 27
    IBD Elite 2023
  • Fintech Investing 2023
    Going from wealthtech user to wealthtech investor, with financial advisor Samuel Deane

    As an advisor who relies on technology to power his practice, the 2023 Financial Planning Rising Star award winner explains why he decided to start backing wealthtech firms that create tools for planners.

    By Justin L. Mack
    Former Wealthtech Reporter
    September 27
    FP_Podcast_1080x1920.png
  • The Most Powerful Women in Banking 2023
    The Most Powerful Women in Banking 2023

    Our annual list of The Most Powerful Women in Banking.

    By Editorial Staff
    September 27
  • Most Powerful Women in Finance 2023
    The Most Powerful Women in Finance 2023

    Our annual list of The Most Powerful Women in Finance.

    By Editorial Staff
    September 27
Load More
The complete guide to starting an RIA

Financial Planning's "Starting an RIA" book contains 30 chapters that help financial advisors from the launch of a firm to successful exits.

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© 2026 Arizent. All rights reserved.