Banco Popular de Puerto Rico

Not much will keep the tech giant from entering wealth management. But advisors still have a few potent weapons at their disposal. They just need to use them.

There comes a time when advisors must decide how much more to grow. Here’s how to make the tough choice.

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.

How the big business benefits only certain RIAs

Business goals cannot always put clients’ best interests first. Here’s why even the executives leading fast-expanding advisory firms say the critics have a point.

As a subscriber to Financial-Planning.com, you can earn up to 12 hours of CE credit from the CFP Board and the Investments & Wealth Institute.

As a subscriber to Financial-Planning.com, you can earn up to 12 hours of CE credit from the CFP Board and the Investments & Wealth Institute.

As a subscriber to Financial-Planning.com, you can earn up to 12 hours of CE credit from the CFP Board and the Investments & Wealth Institute.

As a subscriber to Financial-Planning.com, you can earn up to 12 hours of CE credit from the CFP Board and the Investments & Wealth Institute.