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Follow your favorite journalists
  • Cat Auer, Financial Planning
    Cat Auer
    Managing Editor
    Cat Auer is the managing editor for Financial Planning magazine, an Arizent title.
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  • Brian Wallheimer
    Editor-in-chief
    Brian has enjoyed a wide-ranging career in journalism and marketing, from covering Illinois government and politics and the largest casinos in the world, to the halls of higher education and agricultural science. He has earned awards for an in-depth series on homelessness in Connecticut and for a series of events that engaged communities in conversations about science, among others. He is currently guiding a staff in developing advisor-centered content for Financial Planning at Arizent.
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  • fp_author_Tobias_Salinger.jpg
    Tobias Salinger
    Chief Correspondent
    Tobias Salinger is Financial Planning's chief correspondent, with more than a decade of experience covering wealth management, regulation and the business of financial advice. He specializes in investigations and enterprise reporting on advisory firm strategy, regulation, conflicts of interest, and diversity and equality across the industry.
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  • Nathan Place
    National Reporter
    Nathan Place is a national reporter at American Banker. A native of New York City, he has worked for more than a decade in both print and video journalism. He got his start in Beijing, where he worked as a copy editor and reporter for China Daily. He then returned to New York, where he earned his master's degree from the CUNY Graduate School of Journalism. Since then he's worked as a reporter for the New York Daily News and The Independent, as well as a video producer for the Daily Mail, the Daily Beast and Men's Journal.
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  • Dan Shaw
    Dan Shaw
    Reporter
    Dan Shaw is Financial Planning's wirehouse and bank channel reporter, covering the intersection of wealth management, banking and brokerages. His reporting background in regulation and disciplinary matters informs his coverage of compliance, recruiting and strategic shifts across the wealth management industry.
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  • Rachel Witkowski 092524
    Rachel Witkowski
    Tech reporter
    Rachel Witkowski was the tech/AI reporter at Financial Planning. She was previously a lead editor at Forbes Advisor, overseeing their loans and housing verticals. During her career, she reported on financial regulation and fintech at American Banker and The Wall Street Journal.
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    Every Thursday
    Investment strategies and insights to help advisors best manage their clients’ portfolios.
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    Every Wednesday
    Analysis and strategies for all phases of retirement planning, including Social Security.
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    Every Tuesday
    RIA news and ideas to help you connect with clients and grow your firm.
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    Every Tuesday
    Actionable ideas and savvy strategies advisors can use to guide their clients on tax matters. Delivered every Tuesday.
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    Every Monday
    Industry news and analysis for wealth managers and financial planners.