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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AI-powered search is re-writing SEO rules, and advisors must adjust

1 week ago | financial-planning.com | Rob Burgess

Google introduced AI Overviews in May 2024 and saw the effect on his website traffic right away. His firm, in Washington, D.C., saw visits plummet from 31,800 in April 2024 to 16,500 in May 2024. In the past, Carlos said he followed a classic playbook: keyword research, creating blog posts answering common financial questions and earning back links from credible websites. That used to work well, he said. "Some of our blog posts would rank for years," he said.
Social Security warns of 23% benefit cut by 2034 without a fix

1 week ago | financial-planning.com | Gregory Korte |Daniel Flatley

The Social Security trust fund will become unable to pay scheduled benefits to retirees and the disabled as soon as 2034, new projections show — one year earlier than last year's estimates. The reports out Wednesday from trustees of Social Security and Medicare funds ramp up the urgency to find a solution to the growing gap between contributions and benefits — or else today's 59-year-olds will see an automatic 23% benefit cut when they reach full retirement age.
Envestnet partners with asset managers to provide alts access in model portfolios

1 week ago | financial-planning.com | Rob Burgess

Envestnet took a major step toward providing advisors and their clients with greater access to alternative investments and private markets on Wednesday. Via partnership with asset managers BlackRock, Fidelity Investments, Franklin Templeton and State Street, professionally managed model portfolios with semi-liquid alternative allocations and alternative ETFs are now available in Envestnet's unified managed account (UMA) platform.
Osaic CEO on LPL's Commonwealth promises and why headcount doesn't matter

1 week ago | financial-planning.com | Dan Shaw

Add Osaic president and CEO Jamie Price to the list of industry executives who think LPL Financial has overpromised with its plans for buying Commonwealth Financial Network later this year.
Edward Jones wins big arb award against departed broker

1 week ago | financial-planning.com | Dan Shaw

In the latest legal action from a firm not content to watch its client information walk out with a departing advisor, Edward Jones has secured a substantial arbitration award against one of its ex-brokers.
How switching broker-dealers led to a tech rethink: Show Me Your Stack

1 week ago | financial-planning.com | Rob Burgess

Welcome to a series from Financial Planning in which we interview those who deliver financial advice to learn what tools they rely on to make it happen. Rising client expectations are driving the need for more powerful tech tools, and we're digging deep to find out why advisors prefer certain solutions. For Ryan Salah, a change to a new broker-dealer meant a chance to reevaluate his RIA's technology stack.
5 lessons for advisors talking retirement with transgender clients

1 week ago | financial-planning.com | Elijah Nicholson-Messmer

Retirement planning with clients is never simply about the numbers, advisors say. That's equally the case when it comes to advising transgender people for retirement. More than 9% of U.S. adults identified as LGBTQ+ in 2024, up 66% from 2020, according to the most recent . Transgender people make up about 14% of all LGBTQ+ Americans and 1.3% of all U.S. adults.
Osaic buying $13.5B AUM fee-only firm CW Advisors

1 week ago | financial-planning.com | Dan Shaw

Fresh off consolidating eight previously acquired broker-dealers under its brand, Osaic is embarking on its biggest M&A deal in years. The independent broker-dealer announced Tuesday that , an advisory firm in Boston with $13.5 billion in client assets and 140 employees in 17 offices. The deal, whose terms weren't immediately disclosed, marks the sale of one private-equity owned firm to another receiving substantial private equity support.
JPMorgan sues ex-private advisor for soliciting former clients

1 week ago | financial-planning.com | Dan Shaw

For the second time in a week, is suing a former advisor for alleged violations of a nonsolicitation agreement after moving to a rival firm. securities division, Securities, in federal court in Nevada on June 11 over allegations that he violated various contract provisions after leaving on April 23 to join in Las Vegas. The suit came just four days after sued another of its former advisors , Laura Sullivan, over similar allegations.
New tools for donor-advised funds tap the social aspect of giving

1 week ago | financial-planning.com | Rob Burgess

Users of the charitable giving platform Daffy can now replicate existing campaigns instead of having to create their own from scratch. The "Create a Campaign Like This" feature is now live on the existing Daffy Campaigns feature, which now also templates, AI-powered personalization and suggested campaigns. "One of our core beliefs at Daffy is that by removing friction we can dramatically increase the amount of charitable giving," , told Financial Planning.