Financial Planning

The latest news, trends and analysis to help financial advisors provide clients with successful strategies to build their wealth and financial futures.

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Financial Planning

The Future of Financial Advice Looks a Lot Like Life Coaching: Daniel Crosby

By Jane Wollman Rusoff
Financial Planning

Independent Advisor Alliance to Provide Wealth.com's Estate Planning Tool

Practice Management

5 Growth Strategies for Independent RIAs

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Webcasts

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The Path to Independence: Navigating the Four Key Dimensions for RIAs

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Preparing Portfolios for 2025: Macro Outlook, Bond Strategies and ETF Trends

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The Future of Direct Indexing: Elevate Your Practice

 ThinkAdvisor, sponsored by Orion Watch Now

Podcasts

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The Long Road to Retirement With Chelsea Ransom-Cooper

 Jackson National Life Insurance (Sponsored) Listen Now

Representing the Spirit of Cambridge

 Cambridge Investment Research, Inc. (Sponsored) Listen Now

Tackling Seniors' Cost-of-Living Crisis with Shannon Benton

 ThinkAdvisor, sponsored by Jackson National Life Insurance Company Listen Now

Tax Planning

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What's Next for Trump's Tax Cuts? One Wealth Advisor's Take
What's Next for Trump's Tax Cuts? One Wealth Advisor's Take
IRS to Drop Interest Rates in January
IRS to Drop Interest Rates in January
Republican Sweep Strengthens Trump’s Tax Cut Dreams
Republican Sweep Strengthens Trump’s Tax Cut Dreams
Debate: Should the SALT Deduction Cap Be Eliminated?
Debate: Should the SALT Deduction Cap Be Eliminated?

Trusts & Estates

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Wealth.com Expands Its RIA Reach (Again)
Wealth.com Expands Its RIA Reach (Again)
These States Have Their Own Estate, Inheritance Taxes
These States Have Their Own Estate, Inheritance Taxes
There's More to Estate Planning Than Tax Exemptions
There's More to Estate Planning Than Tax Exemptions
Trump's Election and 2024 Tax Planning: What's an Uncertain Client to Do?
Trump's Election and 2024 Tax Planning: What's an Uncertain Client to Do?

College Planning

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A Better Way to Coach Clients (and Their Children) Through College Enrollment
A Better Way to Coach Clients (and Their Children) Through College Enrollment
20 Best-Paying Jobs for College Business Majors: 2024
20 Best-Paying Jobs for College Business Majors: 2024
SEC Hit These 6 Firms With Reg BI Fines in 2024
SEC Hit These 6 Firms With Reg BI Fines in 2024
8 Ivy League Colleges' Endowment Returns, Ranked: 2024
8 Ivy League Colleges' Endowment Returns, Ranked: 2024

Charitable Giving

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Extending the Estate Tax Exemption: Likely With Trump, But Not a Given
Extending the Estate Tax Exemption: Likely With Trump, But Not a Given
Where to Find 4 Types of Wealthy Clients
Where to Find 4 Types of Wealthy Clients
10 Most Generous American Billionaires: Forbes, 2024
10 Most Generous American Billionaires: Forbes, 2024
Are Boomers Hoarding Wealth From Their Millennial Children?
Are Boomers Hoarding Wealth From Their Millennial Children?

UHNW Client Services

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Advyzon Launches Portfolio Management Platform for UHNW Clients
Advyzon Launches Portfolio Management Platform for UHNW Clients
Wealth.com Expands Its RIA Reach (Again)
Wealth.com Expands Its RIA Reach (Again)
Mercer Adds Nearly $1.7B in Assets via Two Deals
Mercer Adds Nearly $1.7B in Assets via Two Deals
Goldman Sachs Consolidates Family Office Platform
Goldman Sachs Consolidates Family Office Platform

Behavioral Finance

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Should Clients Change Advisors When They Retire?
Should Clients Change Advisors When They Retire?
eMoney Set to Launch Premium Client Portal, New Planning Features
eMoney Set to Launch Premium Client Portal, New Planning Features
CFP Board Pivots on 'Perfect Job' Campaign After Backlash
CFP Board Pivots on 'Perfect Job' Campaign After Backlash
Stop Your Clients From Letting Election Fears Drive Investment Decisions
Stop Your Clients From Letting Election Fears Drive Investment Decisions