Financial Planning

Financial Planning is the top destination for independent financial advisors, offering crucial insights and analysis that empower them to make smart choices for their businesses and clients. This unique resource is specifically tailored to meet the needs of independent financial planners. It features timely news, expert opinions, and actionable strategies to help advisors grow their practices. The content is centered on key areas that matter to advisors: fostering client relationships, effectively managing their businesses and technology, and overseeing client portfolios.

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Tips and tricks for advisors seeking to grow their business

2 days ago | financial-planning.com | Frank Gargano

A good advisor works to stay informed on the latest economic trends, market demographic changes and new strategies for growing their clients' investments. But it can be difficult to stay ahead of the curve when everything from to regulatory moves change at a moment's notice. These factors, plus the looming great wealth transfer, have wealth management leaders changing up their approaches.
10 best and worst crypto ETFs of the past year

2 days ago | financial-planning.com | Rob Burgess

Once shunned, it's now been 18 months since spot bitcoin exchange-traded funds were . And a few months after bitcoin ETFs were given the go-ahead, the did the same for ether . So, we now have over a year's worth of data to compare the best- and worst-performing cryptocurrency ETFs. Advisors who have experience with these ETFs say they can offer an easy, secure entry point for investors. However, choosing the right one requires further discretion and research.
SEC's crypto confusion deepens as next-gen ETFs test limits

3 days ago | financial-planning.com | Isabelle Lee |Nicola White |Loukia Gyftopoulou

A new line of yield-chasing crypto funds is forcing the Securities and Exchange Commission to confront unresolved gaps in its regulatory framework, just as the Trump administration eases oversight of digital assets. The immediate dispute centers on two proposed funds from ETF firms REX Financial and Osprey Funds that would allow investors to earn rewards by deploying ether and solana tokens to help validate blockchain transactions, a process known as staking.
Jimmy Buffett's widow sues to remove trustee of $275 million estate

3 days ago | financial-planning.com | Ashley Carman

Jane Buffett, the widow of singer Jimmy Buffett, is seeking to remove the co-trustee of her husband's estate, saying he has failed to act in her best interests. The singer, who died in 2023, left an estate with $275 million in assets for the benefit of his wife, but Jane Buffett claimed in a court filing Tuesday that she's been told by her co-trustee that she's to receive less than $2 million annually, a rate of return of less than 1%.
Affluent investors prefer 'fee-based' planning — but do they understand it?

3 days ago | financial-planning.com | Rob Burgess

A recent report by research firm Cerulli Associates found that affluent clients are most interested in fee-based planning models. that 36% of affluent investors say they prefer fee-based pricing structures. In practice, 33% compensate their provider via an asset-based fee, while 21% use a no-fee platform and 20% use a commission-based method of payment.
What the House gave the Senate: Inside the Big Beautiful tax bill

4 days ago | financial-planning.com | Roger Russell

The reconciliation bill passed by the House on May 22 is currently being considered by the Senate and will likely undergo changes before approval by the upper chamber. To what extent the changes will create stumbling blocks before a final bill is produced and voted on is uncertain, with the increased SALT deduction, Medicaid reforms and repeal of certain Inflation Reduction Act credits on the line.
FP Alpha debuts Estate Insights 2.0

4 days ago | financial-planning.com | Rob Burgess

AI-powered tax, estate and insurance planning platform FP Alpha on Tuesday introduced an upgraded version of its estate planning software. Estate Insights 2.0 offers several new features including AI-driven estate document analysis, a redesigned questionnaire-driven workflow and observations categorized by analysis and guidance.
Inside Ameriprise's strategy to keep its advisor pipeline flowing

5 days ago | financial-planning.com | Dan Shaw

When it comes to bringing more young people into the industry, Brian Mora has found that nothing succeeds like referrals — from other professionals and even from clients. To support that contention, the senior vice president of experienced advisor recruiting for Ameriprise points to his own experience. In 2000, the year before he graduated college, Mora had proclaimed at a family Thanksgiving dinner that he wanted to become a financial advisor.
Supreme court lets FINRA proceed with Alpine case

5 days ago | financial-planning.com | Greg Stohr

The Supreme Court let the Financial Industry Regulatory Authority proceed with disciplinary proceedings against the embattled brokerage Alpine, which stands accused of stealing from customers in a case testing Wall Street's longstanding reliance on self-regulatory organizations.
Most Americans get these retirement questions wrong. Can you do any better?

5 days ago | financial-planning.com | Elijah Nicholson-Messmer

Most Americans intend to retire eventually, but few have the knowledge to address the major challenges that often trouble retirees, according to a from the TIAA Institute and the Global Financial Literacy Excellence Center. The study, which surveyed more than 3,300 Americans, found that the average U.S. adult couldn't answer a majority of retirement-related questions. Survey respondents were asked six questions in total, ranging in topic from long-term care needs to .