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 * TAX
 * INVESTING
   
    * Investment Strategies
    * Wealth Management
    * Estate Planning
    * Retirement planning
    * ESG
    * Retirement Advisor Confidence Outlook

 * PRACTICE MANAGEMENT
   
    * Practice and client management
    * Recruiting
    * Professional development
    * Growth strategies
    * Compensation

 * REGULATION AND COMPLIANCE
   
    * Regulation and compliance
    * Politics and policy
    * Risk
    * Fraud

 * TECH
   
    * Fintech
    * Artificial intelligence
    * Advances in Tech

 * INDUSTRY
   
    * Industry News
    * M&A
    * Career moves
    * Earnings
    * Diversity and equality

 * OPINION
   
    * Wealth Think
    * Ask an Advisor

 * Election 2024
 * Leaders Forum
 * CE Quiz
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 * Webinars and Whitepapers
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Latest
 * Financial Planning
   How to soothe clients' election anxiety
 * Financial Planning
   Changes to ether ETF apps may make investments less attractive
 * 
 * Financial Planning
   FINRA: New rules don't end working from home
 * Financial Planning
   Gorman to step down as Morgan Stanley chairman at end of year

 * Financial Planning
   How to submit a guest contribution to Financial Planning

WEALTH THINK
 * Shawn Goheen
   Financial professionals need collaborative strategies
   
 * Aaron Cirksena
   Why I left Morgan Stanley for independence — and then took my practice
   virtual
   
 * Sam Chang
   4 ways to help AAPI families achieve homeownership
   

CE Quiz
 * Financial Planning
   Continuing Education Credit — May 2024
 * Financial Planning
   Continuing Education Credit — April 2024
 * Financial Planning
   Continuing Education Credit — March 2024

Rising Stars
 * Financial Planning
   Time to shine: Nominate a 2024 Rising Star in wealth management
 * Financial Planning
   These 10 innovative planners are FP's Rising Stars for 2023
 * Financial Planning
   Why Eric Rodriguez, an FP Rising Star, wants to change the conversation
   around money

Podcast
 * Building community among independent financial advisors
   Sponsor Content from Osaic
 * Financial Planning
   FP podcast host Justin L. Mack signs off
 * Financial Planning
   Why RIA custody is ready for another shakeup

RIA Leaders
 * Financial Planning
   Schwab and Fidelity referrals give certain RIAs business, deal others out
 * Financial Planning
   These are the 20 largest fee-only RIAs, ranked by AUM

Research
 * Financial Planning
   Exclusive research Weathering the storm: Finance adapts to an unstable world
 * American Banker
   Exclusive research The positive business impact of genuine inclusion
 * Employee Benefit News
   Exclusive research Finding the right tools to support financial wellness

IBD Elite
 * Financial Planning
   IBD Elite 2023: The independent brokerages with the most CFPs
 * Financial Planning
   IBD Elite 2023: Which independent brokerages have the largest RIAs?
 * Financial Planning
   IBD Elite 2023: The 10 firms with the largest percentage of women among their
   financial advisors

Broker Compensation
 * Financial Planning
   What to expect in advisor pay in 2024
 * Financial Planning
   Best advisor pay for the $600K producer
 * Financial Planning
   Best advisor pay for the $400K producer
 * Financial Planning
   Best advisor pay for the $1M producer
 * Financial Planning
   Best advisor pay for the $2M producer

 * Practice and client management

HSAs come with pitfalls — here's how to avoid them

They have oft-cited tax advantages, but the available research raises alarms
about fees, interest rates and investing in assets other than cash.

By Tobias Salinger
May 22
9 Min Read

SHARE THIS STORY
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 * Practice and client management
   How to soothe clients' election anxiety
   
   Nervous investors often ask how the presidential election will affect their
   portfolios. New research offers a simple way to reassure them: Look at the
   numbers.
   
   By Nathan Place
   May 23
   
 * Tax
   AI tools that find answers, suggest tax strategies and draft emails for you
   
   Available technology solutions could boost professionals' efficiency in
   serving their clients — but only if financial advisors and their customers
   are open to them.
   
   By Tobias Salinger
   May 23
   
 * 
 * Industry News
   Incoming head of Raymond James' employee channel will not lack for recruiting
   opportunities
   
   As incoming president of Raymond James & Associates, Tom Walrond will seek to
   build on his firm's reputation for stability and advisor choice.
   
   By Dan Shaw
   May 23
   
 * Investment strategies
   The top 20 health care ETFs of the decade
   
   Health care is highly expensive in the United States — and highly profitable.
   Here are 20 ways to invest in it.
   
   By Nathan Place
   May 22
   

40 Brokers Under 40
 * Broker dealers
 * Top 40 Under 40
 * Wealth management
 * 2024 40 Under 40
 * Wirehouses

These are the 40 top young brokers in 2024

Financial Planning announces its 2024 class of the top 40 most productive
employee wealth management brokers under age 40.

By Victoria Zhuang
February 6
1 Min Read
 * Diversity and equality
 * Professional development
 * Ameriprise
 * 2024 40 Under 40
 * Succession planning
 * Recruiting

Shrinking headcounts a growing problem

The profession displays a stunningly high rate of attrition in the first year.
Here's how wirehouses and regional brokerages must try to change with the times.

By Tobias Salinger
February 6
11 Min Read
 * Broker dealers
 * Top 40 Under 40
 * Wealth management
 * 2024 40 Under 40

These are the top 40 regional brokers under 40 in 2024

Financial Planning announces its 2024 class of the top 40 most productive
employee brokers under age 40 at regional firms.

By Victoria Zhuang
February 6
1 Min Read
More from Financial Planning
 * Practice and client management
   How to soothe clients' election anxiety
   
   Nervous investors often ask how the presidential election will affect their
   portfolios. New research offers a simple way to reassure them: Look at the
   numbers.
   
   By Nathan Place
   May 23
   
 * Accounting
   S&P 500 companies boost profit by stripping more items from earnings
   
   Large companies are bolstering their adjusted earnings per share by excluding
   items such as litigation expenses and amortization of intangible assets from
   their net income.
   
   By Nina Trentmann
   May 22
   
 * Tax
   Higher taxes top list of concerns for billionaire families, trumping wars
   
   Potential tax hikes outrank geopolitical conflicts as No. 1 worry for
   billionaire families, according to new UBS research.
   
   By David Ramli
   May 22
   
 * ESG
   An $11B passive fund upends ESG dogma and trounces peers
   
   Active funds still dominate the ESG space, but passive, cheaper indexes are
   making ground.
   
   By Frances Schwartzkopff
   May 21
   
 * Industry News
   Over 70% of Americans feel 'at least OK' financially in Fed poll
   
   Despite this, most are also still leery of what they see as a worsening
   economy.
   
   By Alex Tanzi
   May 21
   

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Advances in Tech
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CAN ESG COME BACK FROM THE DEAD?

After getting caught in the culture wars and suffering massive outflows, ESG
funds looked down for the count. Here's what experts say is next.



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© 2024 Arizent. All rights reserved.