Financial Planning Magazine
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Financial Planning empowers financial advisors and wealth managers with essential analysis and insights into the ideas that are shaping their businesses. Through authoritative journalism, events, research, and benchmarking, it helps firms drive their businesses and the industry forward, navigating the critical opportunities in practice management, wealth tech, investment strategies, and tax and..
Financial Planning Magazine
2h ago
Like 2023, 2024 has been good to Edward Jones. The St. Louis-based firm finished the first quarter with higher revenues and more financial advisors on its payroll ..read more
Financial Planning Magazine
4h ago
The mammoth coup far outpaces other recruiting deals of recent memory ..read more
Financial Planning Magazine
6h ago
Despite the apparent decline, the independent broker-dealer giant remains one of the leaders in advisor recruiting and merger and acquisition deals ..read more
Financial Planning Magazine
6h ago
Many factors can influence the timing of a person's retirement, but new research shows nothing comes close to health problems ..read more
Financial Planning Magazine
6h ago
Only 46% of Americans now say they expect to work full-time after age 62 — the lowest percentage in a decade ..read more
Financial Planning Magazine
6h ago
More than a third of financial advisors will retire in the next decade in a profession in which nearly 3 out of 4 rookies fail to make the grade, creating a headcount problem for the industry ..read more
Financial Planning Magazine
10h ago
The plan comes as part of CEO Ermotti's goal of narrowing the distance between his firm and its U.S. wealth management rivals ..read more
Financial Planning Magazine
11h ago
The Internal Revenue Service issued the annual inflation adjustments for health savings accounts in 2025 as prices continue to rise ..read more
Financial Planning Magazine
1d ago
Advisors and other leaders in the profession have a unique window into what "wealth" really means. Here's how they defined it ..read more
Financial Planning Magazine
1d ago
April saw a steep drop in investment in exchange-traded funds. Here are the 20 that lost the most ..read more