Portfolio

The trends we saw pick up speed last year, like AI-aided advising, will gain momentum and force this year — the advisors who adapt them will be better positioned to attract next-gen clients.

For clients who care about social impact in their portfolios or financial plans, this relatively young designation can help an advisor deliver more value.

Social Security is getting a 3.2% boost this month — but retirees' expenses have risen by more than triple that rate since last year.

In addition to talking Allspring's modern custom SMA and direct index platform, the industry veteran was happy to see everyone come together under the sun.

The dynamic duo hit the beach at Future Proof 2023 to represent Wealth.com and let advisors know that estate planning doesn't have to be so hard.

The broker-dealer self-regulator accused the firm of failing to properly record more than 830,000 transactions, among other violations.

From new certifications to better health, here are the goals wealth managers have set for themselves this year.

Explore the last year in Financial Planning magazines. Read each article, or download a digital version.

From "You can't retire yet" to "Your husband is gambling away your savings," here are the toughest conversations wealth managers have with their customers — and how to get through them.

From the rise of ChatGPT to ESG hypocrisy and in-depth reporting on DEI issues in wealth management, these are the stories that garnered awards for FP reporters in 2023.