The Latest

Columbia Wealth Advisors consists of roughly 50 advisors and other professionals affiliated with a large regional bank.

The registered investment advisory firm aggregator is seeking a replacement CEO after going private in August.

David True is a payments nerd with more than 30 years of experience on the issuing, network and acquiring areas of card payments. He has been consulting for much of the last two decades, since 2016 as a founding partner of PayGility Advisors.

The Croatan Institute is bringing together farmers, climate activists, academics, government officials and investment experts next month.

The unprecedented run of bull markets that buoyed fund managers' investments and masked life-threatening vulnerabilities may be a thing of the past.

A decade after taking a chance to bring his wealthtech vision to life, the soft-spoken leader who values the work as much as the reward still wants to get his hands dirty.

Wealth Think, Financial Planning's op-ed vertical, showcases sharp perspectives written by industry professionals on topics of interest to financial advisors and the wider financial services community. We seek a diverse array of voices and encourage counterintuitive takes and submissions with strong points of view. 

Please read carefully before submitting a draft (650-750 words) or a pitch (one paragraph) for consideration. 

DO

• Write exclusively for our readership of financial planners
• Deliver a unique and timely take on your topic (this is especially important with well-canvassed subjects like technology, succession planning, great wealth transfer, etc.)
• Illustrate the piece with relevant real life examples or anecdotes drawn from your professional and/or personal experience
• Write in conversational English — think of it as speaking to colleagues
• Anchor — but don't overload — the piece with relevant and current studies or stats where applicable
• Link to source materials and other supporting material where relevant
  

DON'T

• Submit AI-generated copy
• Send a submission that has been published or submitted elsewhere
• Use industry jargon, buzzwords or cliches
• Include sales copy, promotional material or investment recommendations. We do not accept articles whose sole purpose is to promote a product, service or category of product or service.
• Include footnotes and corporate disclosures 
  

PLEASE SEND SUBMISSIONS AND PITCHES TO voices@arizent.com AND INCLUDE: 

• A short bio, with the author's job title and a very brief description of their role at their company or organization. 
• An engaging, high-resolution author headshot (750KB or higher)
• Social media handles for X and LinkedIn for the author and their firm 
• Original charts/graphics where applicable (editable Excel or Google Sheet formats work best)
• Potential conflicts of interest at the time of submission. Should an undisclosed conflict come to our attention, we will immediately remove the article and reserve the right to publish an editor's note explaining the circumstances to our audience.
  

COPYRIGHT
Individuals who submit articles represent that they are the author. Once we accept an article for publication, its copyright transfers to Financial Planning and Arizent and remains so in perpetuity unless otherwise agreed. Published articles may not be republished in full elsewhere without permission. However, we encourage authors and firms to share links and otherwise promote the work via social media, their own websites or blogs, etc.

The number of wealthy Asian Americans is growing. But most RIAs courting them are missing a key approach, according to one firm that is doing it differently.

The Practice Intel growth platform made its debut this week with some well-known names at the helm and a mission to quantify crucial parts of the advisor-client relationship.

The top executive at BNY Mellon's custody and clearing subsidiary sets his sights on enabling advisors to spend less time doing mundane tasks in the "swivel chair" and more working with clients.