The Latest https://www.financial-planning.com/feed The Latest en-US Fri, 26 Jun 2026 20:06:18 GMT 2026-06-26T20:06:18Z en-US <![CDATA[ House backs an emergency brake on elder fraud ]]> https://www.financial-planning.com/news/house-backs-an-emergency-brake-on-elder-fraud Fri, 26 Jun 2026 20:06:18 GMT 0000019f-057a-dbe0-a1bf-2dfafbfb0001 Zoe Sagalow 2026-06-26T20:06:18Z <![CDATA[ Earn CE credit with Financial Planning's June quiz ]]> https://www.financial-planning.com/news/earn-ce-credit-with-financial-plannings-june-quiz Fri, 26 Jun 2026 18:56:04 GMT 0000019f-0546-d92c-a1df-4dd6b6420001 Editorial Staff 2026-06-26T18:56:04Z <![CDATA[ 5 things financial therapists want every advisor to know ]]> https://www.financial-planning.com/news/5-things-financial-therapists-want-every-advisor-to-know Fri, 26 Jun 2026 18:21:48 GMT 0000019f-0508-d3a9-a9bf-c74cb30d0000 Kathryn Miller 2026-06-26T18:21:48Z <![CDATA[ Advisors' reliance on model portfolios nears the $1T mark, Morningstar finds ]]> https://www.financial-planning.com/news/advisors-reliance-on-model-portfolios-nears-the-1-trillion-mark-morningstar-finds Fri, 26 Jun 2026 16:48:19 GMT 0000019f-04a3-dbe0-a1bf-2dfbdb8e0001 Dan Shaw 2026-06-26T16:48:19Z <![CDATA[ Should advisors even care if SEC green-lights semiannual reporting? ]]> https://www.financial-planning.com/news/should-advisors-even-care-if-sec-green-lights-semiannual-reporting Fri, 26 Jun 2026 14:50:10 GMT 0000019f-045c-d6bb-a59f-06fd9e780001 Zoe Sagalow 2026-06-26T14:50:10Z <![CDATA[ Edward Jones invests in Quicken to modernize and attract younger clients ]]> https://www.financial-planning.com/news/edward-jones-invests-in-quicken-to-modernize-and-attract-younger-clients Fri, 26 Jun 2026 01:49:30 GMT 0000019f-0083-de55-a5ff-9cb3a4080001 Grace L. Williams 2026-06-26T01:49:30Z <![CDATA[ How to win clients' held-away assets without being pushy ]]> https://www.financial-planning.com/news/how-to-win-clients-held-away-assets-without-being-pushy Thu, 25 Jun 2026 22:20:12 GMT 0000019f-00d4-d6bb-a59f-02fd9e6e0001 Dan Shaw 2026-06-25T22:20:12Z <![CDATA[ Quad-A conference urges women advisors to use their voices ]]> https://www.financial-planning.com/news/quad-a-conference-urges-women-advisors-to-use-their-voices Thu, 25 Jun 2026 18:42:40 GMT 0000019f-0010-dbe0-a1bf-2df8fd640001 Tobias Salinger 2026-06-25T18:42:40Z <![CDATA[ Clients don't care about basis points–here is what they come for ]]> https://www.financial-planning.com/news/clients-dont-care-about-basis-points-here-is-what-they-come-for Thu, 25 Jun 2026 15:22:08 GMT 0000019e-fb80-dbe0-a1be-fff88b2a0001 Grace L. Williams 2026-06-25T15:22:08Z <![CDATA[ How to train clients for uncertainty, according to David Booth, Morningstar ]]> https://www.financial-planning.com/news/how-to-train-investors-for-uncertainty-booth-morningstar Wed, 24 Jun 2026 20:37:28 GMT 0000019e-fb54-d775-a9bf-fb746aa90001 Tobias Salinger 2026-06-24T20:37:28Z