Financial Planning Magazine
1,615 FOLLOWERS
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
21h ago
Brokerages have until June 26 to decide if they want to take part in a pilot program allowing them to continue inspecting their branch office remotely; plus, the rundown on residential supervisory locations ..read more
Financial Planning Magazine
21h ago
The Fed's preferred inflation measure held steady last month, sparking hopes of stabilizing prices — but also concerns of slowing consumption ..read more
Financial Planning Magazine
1d ago
Firms like Morningstar and Morgan Stanley that recently rebooted their chatbots with AI models are finding it's transforming how clients and advisors engage chatbots. Is the industry missing an opportunity for growth with their chatbots ..read more
Financial Planning Magazine
1d ago
The more frequently companies report their earnings, the less likely investors are to make knee-jerk investment decisions, according to recent research ..read more
Financial Planning Magazine
1d ago
The lawsuit alleges that Jim Chanos "planned on using his power as general partner to run the company into the ground, enjoy the tax benefits of his financial shenanigans, and leave his partners with nothing ..read more
Financial Planning Magazine
2d ago
Prospective affluent clients told Cerulli they exhibit common forms of distraction from an objective view of investing. Here's how wealth managers can help ..read more
Financial Planning Magazine
2d ago
The Toronto-based bank's U.S. subsidiary has taken in $15 billion in asset inflows in the past two years ..read more
Financial Planning Magazine
2d ago
Management changes expected to help in CEO Ermotti's wealth management ambitions in the U.S ..read more
Financial Planning Magazine
2d ago
There's a new method of counting defined contribution retirement plan participants that can make a big difference for clients ..read more
Financial Planning Magazine
2d ago
Safety vetting generative AI in your techstack while anticipating regulatory changes can boost advisor productivity while giving firms a competitive edge ..read more