-
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 toFinancial 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.October 20 -
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.
October 20 -
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.
October 20 -
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.
October 20 -
See the ranking of firms like Ballentine Partners, Pathstone, Facet, Savant, EP Wealth and Moneta Group, along with some lesser-known companies.
October 20 -
The nine-person team specializes in working with ultrahigh net worth clients, including private equity partners and company executives.
October 20 -
The Hearsay User Maturity Model evaluates and quantifies advisors' social behaviors, and provides guidance on how to get better.
October 20 -
The CRPC is a popular sister certification of the CFP. FP spoke with the program's head and with advisors who say it's a must-have credential for retirement planning.
October 19 -
Regulators promise to pay special attention to how firms are using technology to not only guide investments but also to protect client data.
October 19 -
The former United Capital is losing out on new leads from one of the major sources while folding into a firm known for tapping into the former TD program.
October 19












