Financial Planning
@financialplanning.bsky.social
We empower wealth management professionals with analysis and insights into the ideas shaping their businesses. Through authoritative journalism, events and research, we help firms drive their businesses and the industry forward. financial-planning.com
Youth can be seen as a disadvantage in wealth management. Here’s how brokers from UBS, Merrill Lynch and Raymond James turned it into an advantage. #FinancialPlanning #Top40 #brokers
How 3 top-producing advisors made youth an asset
Nick Francia of UBS, Matthew Gallo of Merrill and Ryan Bass of Raymnd James all once felt their youth to be a perceived liability. Now, in an industry with an imminent retirement wave, they see it as ...
www.financial-planning.com
February 11, 2026 at 2:20 PM
Youth can be seen as a disadvantage in wealth management. Here’s how brokers from UBS, Merrill Lynch and Raymond James turned it into an advantage. #FinancialPlanning #Top40 #brokers
📣 Join us in congratulating the 2026 Top 40 Brokers Under 40, featuring advisors from Merrill, Morgan Stanley, JPMorgan, Raymond James, UBS and Janney Montgomery Scott. ✨ See who made the cut: #financialplanning #brokers #financialadvisors
These are the top 40 brokers under 40 in 2026
Financial Planning announces its 2026 class of the top 40 most productive employee wealth management brokers under the age of 40.
www.financial-planning.com
February 10, 2026 at 4:21 PM
📣 Join us in congratulating the 2026 Top 40 Brokers Under 40, featuring advisors from Merrill, Morgan Stanley, JPMorgan, Raymond James, UBS and Janney Montgomery Scott. ✨ See who made the cut: #financialplanning #brokers #financialadvisors
📣 Calling all financial advisors: Have questions for your peers about client or practice management? We want to hear from you in our Ask an Advisor series. Email queries to reporter robert.burgess@arizent.com or post in comments below. @robaburg.bsky.social #RIAs #financialadvisors #wealth
January 27, 2026 at 9:51 PM
📣 Calling all financial advisors: Have questions for your peers about client or practice management? We want to hear from you in our Ask an Advisor series. Email queries to reporter robert.burgess@arizent.com or post in comments below. @robaburg.bsky.social #RIAs #financialadvisors #wealth
Start the year right by sharpening your skills with Financial Planning’s January continuing education quiz — and earn one hour of CE credit toward maintaining professional certification with the CFP Board and the Investments & Wealth Institute:
#financialplanning #continuingeducation #cfp #quiz
#financialplanning #continuingeducation #cfp #quiz
FP's January 2026 CE quiz now live for financial advisors
Advisors can maintain professional certifications while keeping up to date on important issues in tax planning, compliance and more.
www.financial-planning.com
January 26, 2026 at 2:17 PM
Start the year right by sharpening your skills with Financial Planning’s January continuing education quiz — and earn one hour of CE credit toward maintaining professional certification with the CFP Board and the Investments & Wealth Institute:
#financialplanning #continuingeducation #cfp #quiz
#financialplanning #continuingeducation #cfp #quiz
What lies ahead for wealth management? Here’s what six experts predict for RIAs, tax strategy, AI, private markets, wirehouses and the concept of retirement itself. #wealth
2026 expert predictions: What's next for wealth management
From AI advancements to greater access to private markets to the forces shaping retirement, six experts share their hot takes on what's just over the horizon in wealth management.
www.financial-planning.com
December 31, 2025 at 2:26 PM
What lies ahead for wealth management? Here’s what six experts predict for RIAs, tax strategy, AI, private markets, wirehouses and the concept of retirement itself. #wealth
Retirement planning isn’t as simple as following a fixed withdrawal formula. J.P. Morgan research shows retirees experience big swings in spending early on, while later years tend to see a slow decline. Advisors say clients need flexible, customized withdrawal strategies.
J.P. Morgan finds critical flaw in fixed retirement withdrawal strategies
Popular retirement withdrawal strategies like the 4% rule assume a steady rate of spending for retirees. But new research from J.P. Morgan shows that premise is often disconnected from reality.
www.financial-planning.com
December 30, 2025 at 5:42 PM
Retirement planning isn’t as simple as following a fixed withdrawal formula. J.P. Morgan research shows retirees experience big swings in spending early on, while later years tend to see a slow decline. Advisors say clients need flexible, customized withdrawal strategies.
Reposted by Financial Planning
Paying off debt too aggressively can, ironically, create the next wave of debt. Our founder spoke with @financialplanning.bsky.social about how debt has quietly become a constant part of the financial landscape.
www.financial-planning.com/news/transam...
www.financial-planning.com/news/transam...
Americans are paying off debt at any cost. Advisors say that's a problem
Middle-class Americans say paying off debt is their top financial priority. Financial advisors say a fixation on paying down debt can hurt in the long run.
www.financial-planning.com
November 4, 2025 at 7:09 PM
Paying off debt too aggressively can, ironically, create the next wave of debt. Our founder spoke with @financialplanning.bsky.social about how debt has quietly become a constant part of the financial landscape.
www.financial-planning.com/news/transam...
www.financial-planning.com/news/transam...
Here's how to understand the tricky alternative minimum tax:
'Stealth' tax is back: An advisor primer on the alternative minimum tax
Starting next year, more households will need to calculate or pay the AMT. The rules are complicated. Here's how financial advisors can prepare themselves — and clients — for the changes.
www.financial-planning.com
October 20, 2025 at 6:36 PM
Here's how to understand the tricky alternative minimum tax:
Gold keeps going up. But you know what they say...💰 See how advisors are reacting to the precious metal's climbing price.
As gold smashes records, more advisors adjust allocations
As geopolitical and other uncertainty remains, gold is seen as a useful hedge. But experts warn gold's rise won't last forever.
www.financial-planning.com
October 17, 2025 at 9:08 PM
Gold keeps going up. But you know what they say...💰 See how advisors are reacting to the precious metal's climbing price.
What's your comic book collection worth? Some investors have seen seven figures for a single edition. 🦹🦸♂️🤑 See the latest from @robaburg.bsky.social:
Returns on comic books rarely go up, up and away
Issues that feature a character's first appearance or death — or even a popular artist or writer's first publication — can command high prices. But a volatile short-term investment market and meticulo...
www.financial-planning.com
October 9, 2025 at 8:11 PM
What's your comic book collection worth? Some investors have seen seven figures for a single edition. 🦹🦸♂️🤑 See the latest from @robaburg.bsky.social:
To wealth advisors, financial planners and everyone else: Happy World Financial Planning Day!! 😊💵🎉🪅
October 8, 2025 at 4:53 PM
To wealth advisors, financial planners and everyone else: Happy World Financial Planning Day!! 😊💵🎉🪅
High earners aged 50 and up should consider 401(k) catch-up contributions while they're still an option:
Tax break for high earners over 50 to disappear in 2026
Starting in 2026, high earners over the age of 50 must make 401(k) catch-ups after-tax. Savers may not be celebrating, but advisors say the shift will benefit them over the long term.
www.financial-planning.com
October 7, 2025 at 4:16 PM
High earners aged 50 and up should consider 401(k) catch-up contributions while they're still an option:
With $80 trillion in generational wealth at stake, tradfi providers should be making moves to understand exactly what millennial and Generation Z clients want. Join us Oct. 7 at 2pm ET for a session featuring expert insight on how to capture these clients. #wealthmanagement #wealthtransfer #leaders
The $80T Question: TradFi, Gen Z and the Pursuit of a Digital-Asset Wealth Strategy
Nancy Beaton, President of Uphold U.S. and CRO/CMO of Uphold Ambre Soubiran, CEO, Kaiko Raghav Chopra, Managing Partner, Tephra Digital Moderator: Holly Sraeel
www.financial-planning.com
October 6, 2025 at 9:35 PM
With $80 trillion in generational wealth at stake, tradfi providers should be making moves to understand exactly what millennial and Generation Z clients want. Join us Oct. 7 at 2pm ET for a session featuring expert insight on how to capture these clients. #wealthmanagement #wealthtransfer #leaders
Reposted by Financial Planning
I'm excited to announce I’ll be speaking at @financialplanning.bsky.social's ADVISE AI, set for Oct. 28–29 at the Wynn Las Vegas! Will I see you there?
October 2, 2025 at 10:30 PM
I'm excited to announce I’ll be speaking at @financialplanning.bsky.social's ADVISE AI, set for Oct. 28–29 at the Wynn Las Vegas! Will I see you there?
A $22K bottle of Burgundy. 🍷A $10 million handbag. 👜A $6 million guitar. 🎸 Can you really build wealth with collectibles? Here’s what to know from @robaburg.bsky.social. 💰
Passion in the portfolio: Luxury collectibles as alternative assets
Wine, whiskey, cars, handbags, guitars and watches are loved by many clients. And they may be worth serious money, too.
www.financial-planning.com
October 2, 2025 at 4:56 PM
A $22K bottle of Burgundy. 🍷A $10 million handbag. 👜A $6 million guitar. 🎸 Can you really build wealth with collectibles? Here’s what to know from @robaburg.bsky.social. 💰
From potential disruption to benefits and reduced enforcement actions, here's what financial advisors should know about the government #shutdown:
An advisor's guide to the government shutdown
A government shutdown disrupts federal agencies and markets. Here's what advisors need to know to guide clients through the uncertainty.
www.financial-planning.com
October 1, 2025 at 7:46 PM
From potential disruption to benefits and reduced enforcement actions, here's what financial advisors should know about the government #shutdown:
📣 Calling all financial advisors! 📝 Our latest continuing education quiz is ready for you to ace it (and earn CE credit):
FP's September CE quiz is now live for financial advisors
Take Financial Planning's latest self-study continuing education quiz for an hour of credit toward maintaining professional certifications.
www.financial-planning.com
September 30, 2025 at 6:46 PM
📣 Calling all financial advisors! 📝 Our latest continuing education quiz is ready for you to ace it (and earn CE credit):
There's an unexpected stumbling block to many FIRE ("financial independence, retire early") finish lines: 🧠🤔
The hurdle dampening FIRE clients' plans
Even with the money to retire early, FIRE clients often face unexpected challenges. Advisors say mindset — more than finances — is often the real hurdle.
www.financial-planning.com
September 29, 2025 at 9:03 PM
There's an unexpected stumbling block to many FIRE ("financial independence, retire early") finish lines: 🧠🤔
How to avoid the "cash trap" with interest rates dropping:
With $7.7T in money markets, advisors confront client cash hoarding
Even as interest rates fall, investors keep piling into money market funds. Advisors think many could be putting their money to better uses.
www.financial-planning.com
September 26, 2025 at 3:33 PM
How to avoid the "cash trap" with interest rates dropping:
This one simple trick really will help your firm's search results. 💻👀💰 Get clicky with it and check out FP's latest by @robaburg.bsky.social
How one small tweak can boost advisor search visibility
AI-powered search results have changed how SEO works. Simple tweaks can help financial advisors and their firms show up much more frequently in no-click search results, experts say.
www.financial-planning.com
September 25, 2025 at 8:57 PM
This one simple trick really will help your firm's search results. 💻👀💰 Get clicky with it and check out FP's latest by @robaburg.bsky.social
Tax law changes could take a bite out of business meal write-offs: 🍽️ 🫰🏦
Northwestern Mutual $23M tax suit reflects changes in meal write-offs
The new tax law won't completely eliminate the complicated tax incentives for food on the job, but experts suggest businesses may change up their menus.
www.financial-planning.com
September 23, 2025 at 4:29 PM
Tax law changes could take a bite out of business meal write-offs: 🍽️ 🫰🏦
Champagne problems...? 🥂💰💍
Taylor and Travis may need some tax advice
The music superstar and Kansas City Chiefs football player together would have a vast fortune and are likely to need expert tax and financial planning advice.
www.financial-planning.com
September 20, 2025 at 8:50 PM
Champagne problems...? 🥂💰💍
Taxing the very rich:
Lawmakers advance tax legislation for billionaires, IRS, Tax Court
Senate and House Democrats proposed a bill to ensure billionaires pay a "fair share" of taxes, without actually raising their tax rate under current law, while Republicans advanced legislation pertain...
www.financial-planning.com
September 19, 2025 at 3:26 PM
Taxing the very rich:
It’s the first revision to NASAA’s non-traded REIT guidelines since 2007: 🏡💰
NASAA's new REIT rules and what financial advisors need to know
The latest revision to state regulators' guidelines for non-traded real estate investment trusts could change who can invest and how advisors can recommend the products to clients.
www.financial-planning.com
September 18, 2025 at 1:40 PM
It’s the first revision to NASAA’s non-traded REIT guidelines since 2007: 🏡💰
The past week has given employers and employees alike a stark reminder that online speech can have professional consequences. By @robaburg.bsky.social
Strong social media policies shield wealth firms from potential fallout
After right-wing activist Charlie Kirk was killed, some workers found out the hard way that personal social posts had professional consequences. Experts say the time for firms to strengthen policies i...
www.financial-planning.com
September 17, 2025 at 5:13 PM
The past week has given employers and employees alike a stark reminder that online speech can have professional consequences. By @robaburg.bsky.social