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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

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    * Ask an Advisor

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Latest My Content Feed
Genesis's $21M settlement with SEC green lit by judge
Citi pays Sieg $11.3M for first three months

CFP Board completes rules overhaul with revised enforcement guidelines
UBS powers past $100 billion a year after Credit Suisse fall
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 * Financial Planning
   How to submit a guest contribution to Financial Planning

Voices
 * Matt Sommer
   Financial fraud 2.0: Guarding next-gen investors against AI-driven scams
   
 * Krishna Dunthoori
   Poor software training can cause costly gaffes in tax season
   
 * Roch Monnig
   Why my RIA brought health care planning services in-house
   

CE Quiz
 * Financial Planning
   Continuing Education Credit — February 2024
 * Financial Planning
   Continuing Education Credit — January 2024
 * Financial Planning
   Continuing Education Credit — December 2023

Rising Stars
 * 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
 * Financial Planning
   These 6 early-career planners are FP's 2022 Rising Stars

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

Brokerage Compensation
 * Financial Planning
   What to expect in advisor pay in 2023
 * Financial Planning
   Best advisor pay for the $2M producer
 * Financial Planning
   Best advisor pay for the $1M producer
 * Financial Planning
   Best advisor pay for the $600K producer
 * Financial Planning
   Best advisor pay for the $400K producer

 * Financial Advisor Branding

What's in a brand? 5 steps to set yourself apart

It's not that most firms lack distinct services and a distinct character. It's
that so many are bad at conveying these traits to potential clients.

By Dan Shaw
March 19
2 Min Read

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 * Politics and policy
   Could cutting retirement tax incentives help fix Social Security insolvency?
   
   Veteran policymakers from opposing sides of the aisle argue that the
   incentives for 401(k) and IRA savings should be redirected toward funding the
   program.
   
   By Tobias Salinger
   3h ago
   
 * Diversity and equality
   The key to seeing more women in finance? Mentorship
   
   Professor Mara Derderian at Bryant University explains why mentorship is
   vital to diversifying the male-dominated finance industry.
   
   By Deanna Cuadra
   11h ago
   
 * 
 * Diversity and equality
   Investors press Goldman, again, to disclose more pay-gap data
   
   For the second straight year, Goldman Sachs shareholders have filed a
   proposal calling for more details on racial and gender pay gaps. The request
   comes as the investment banking giant faces scrutiny over its lack of
   high-ranking women leaders.
   
   By Allissa Kline
   March 19
   
 * Industry News
   Exiting Raymond James CEO made firm 'fifth wirehouse'
   
   Paul Reilly is scheduled to hand the reins to his chief financial officer
   Paul Shoukry next year.
   
   By Dan Shaw
   March 19
   


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

These are the top 40 brokers under 40 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
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 * 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
 * Financial Advisor Branding
   Brand building for advisors: How to stand out
   
   Financial advice is a crowded field. Experts offer techniques to find new
   clients and distinguish your business.
   
   By Dan Shaw
   March 19
   
 * Fintech
   Beware, boasters: SEC challenges firms' extravagant AI claims
   
   Regulators contend two firms falsely advertised themselves as the first to
   apply artificial intelligence to investment recommendations.
   
   By Dan Shaw
   March 18
   
 * Accounting
   Court stays SEC climate rule
   
   A federal court has temporarily halted the Securities and Exchange
   Commission's climate-related disclosure rule in response to a lawsuit from a
   pair of fracking companies.
   
   By Michael Cohn
   March 18
   
 * Tax
   HOA fees are pricey and prevalent — but tax planning can help some clients
   
   Financial advisors and tax experts say HOA fees are usually not deductible,
   unless the home is used for a business or as a rental property.
   
   By Tobias Salinger
   March 18
   
 * Cohen exits Goldman for Cloudflare after retail banking flop
   
   The departure comes as further evidence of CEO David Solomon's failure to
   live up to pledge to have more women in senior positions.
   
   By Sridhar Natarajan
   March 18
   

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