Brian Wallheimer

1 week ago | financial-planning.com | Brian Wallheimer

It's only natural for a financial advisor to want to help a friend or family member with some investing tips or a nudge toward an estate plan. But how far should that go? Some general advice around the Thanksgiving Day table is one thing, but should advisors offer discounts on their actual services? On the one hand, it might feel strange to charge full price to a parent, sibling or close friend.

2 weeks ago | financial-planning.com | Brian Wallheimer

For days, markets turned south as President Trump's tariffs led to concerns about higher prices and global trade wars. Now, the president has paused and lowered some of his tariffs, adding to the turmoil on Wall Street, albeit in a positive direction this time. Financial advisors are often telling clients to stay the course and consider investments in the long term. But the whiplash of the past few months is a lot to handle.

1 month ago | financial-planning.com | Brian Wallheimer

Welcome back to "Ask an Advisor," the advice column where real financial professionals answer questions from real people. The topic can be anything in the world of finance, from retirement to taxes to wealth management — or even advice on advising. The 2025 T3/Inside Information Software Survey found that more than 4 in 10 (41%) advisors are using one or more search or generative AI tools today.

Jan 20, 2025 | financial-planning.com | Brian Wallheimer

Each year, the team here at Financial Planning analyzes wealth management data from dozens of angles to shine light on the state of the industry. Over the last year, we have ranked registered investment advisories, independent broker-dealers, the top young brokers and more. Additionally, we've shined a light on the work our rising stars are doing to improve wealth management and looked ahead to see who will be impacting the industry in 2025.

Dec 27, 2024 | financial-planning.com | Brian Wallheimer

Enjoy complimentary access to top ideas and insights — selected by our editors. The last several months of 2024 have been filled with the rumblings of a national election and the possibilities that will come with a new administration. But throughout the year, the Financial Planning staff spent much of its time diving deep on issues that have significant implications for the wealth management industry.