Financial Planning

News, analysis, insights and data for financial advisors

[Financial Planning @finplan]

The U.S. Department of Labor proposed giving fiduciaries discretion to include alternatives, such as private investments and cryptocurrencies, in 401(k) plans. Some CFPs say it would be too risky. #wealthmanagement #financialadvisors #investing https://t.co/XBHV4oeoJa

[Financial Planning @finplan]

Passive funds have surpassed active vehicles in a decade-spanning trend. But a new study calls for closer examination of the subtleties within the active-passive debate. #investing #portfoliomanagement #wealthmanagement https://t.co/2S6cittDRm

[Financial Planning @finplan]

IPOs are suddenly hot. 🔥 Here’s what financial advisors are telling clients about @SpaceX, @AnthropicAI and @OpenAI. #financialplanning #wealthmanagement #financialadivsors
https://t.co/mwASiWHH0P

[Financial Planning @finplan]

Clients may not be sure which charities will receive their contributions to donor-advised funds — advisors can help them carefully consider options. #financialplanning #charitablegiving #donoradvisedfunds
https://t.co/BSbOxuh1Cj

[Financial Planning @finplan]

There is so much financial advisor movement through recruiting and M&A deals that @ISS_Mkt_Intel said rep movement reached a 3-year high in 2025. So who won and who lost? #financialadvisors #RIAs #wealthmanagement https://t.co/VlbH6OATZ6

[Financial Planning @finplan]

Just 2 days left until the free summit on alternative investments! Register now for the free event featuring @ricedelman of @thedacfp and several other experts: https://t.co/hTYSqjnQMy
#crypto #alts #investing

[Financial Planning @finplan]

Need to calculate look-back interest for contracts? @IRStaxpros has a new tool that can help:
#financialadvisors #financialplanning #finance #taxplanning
https://t.co/vOMdKwY8CZ

[Financial Planning @finplan]

#AI and advisor content don’t mix, says Anderson Lafontant, managing director at Blue Zone Wealth Advisors — at least when it comes to first drafts. #LinkedIn #financialadvisors
https://t.co/WvJ1Qp6Lde

[Financial Planning @finplan]

It’s not advisors who aren’t doing succession planning for themselves. Family offices are doing it for their wealthy clients. #financialplanning #familyoffices #wealthmanagement
https://t.co/QGCubZJtAO

[Financial Planning @finplan]

Paying financial advisors with company stock? @SuccessionRG shows why firms must do so thoughtfully to avoid costly mistakes. #RIAs #financialadvisors #mergersandacquisitions https://t.co/okKiTbg8sh

[Financial Planning @finplan]

Plan for unexpected costs in retirement, when necessary expenses are a larger portion of income than during working years, and unexpected costs can throw a wrench in the works.
#financialplanning #retirementplanning #retirementincome
https://t.co/WlWUbKwJmL

[Financial Planning @finplan]

Financial advisors: If you continue serving both clients when they file for divorce, you risk a conflict of interest. #divorce #financialadvisors #clientmanagement
https://t.co/Z9nzOLFsZi

[Financial Planning @finplan]

The Department of Labor’s proposed fiduciary rule would speed the way for inclusion of alts in 401(k) retirement plans. Yet the DOL seems to have “abandoned any plausible concept of the core ERISA fiduciary concepts of loyalty, care and prudence,” writes Knut Rostad of @FiduciaryInst: https://t.co/E9YVhLm3bS
#fiduciary #401k #alternativeinvestments

[Financial Planning @finplan]

.@RaymondJames dips again into the Commonwealth well of advisors and pulls up a $2.8B team. #financialplanning #wealthmanagement #financialadvisors
https://t.co/DPHZEYqlDi

[Financial Planning @finplan]

An advisor's marketing success can hinge on the colors in their logo, branding, ads — and even their clothing. Sound farfetched? In one test, the image of a man in a blue sweater garnered 12% more HNW leads than a photo of the same man in a red jumper. #marketing #branding #leadgen
https://t.co/aRlLBIBK4s

[Financial Planning @finplan]

105 years ago, a white supremacist mob killed hundreds and burned down "Black Wall Street" in Tulsa, Oklahoma. Rioters, deputized by local law enforcement, destroyed a 35-block area, leveling 1,200 homes, looting 300 others and ruining 191 businesses — robbing the neighborhood and its people of the means of building wealth. This is the wealth significance of the Tulsa Race Massacre.
#history #financialtrauma #wealthmanagement #financialplanning
https://t.co/Xh2b7ZFkI5

[Financial Planning @finplan]

An @NBA player in the 1970s and 1980s, Junior Bridgeman went on to build generational wealth through smart investments and hard work. Read on for 6 books that inspired him. #JuniorBridgeman #estateplanning #wealthmanagment
https://t.co/0OI2LssoUQ

[Financial Planning @finplan]

Today's successful RIAs tend to base advisor compensation on systems and processes that teach advisors the ways of the industry, according to @SuccessionRG's 2026 compensation study. "There's intention behind how you get from the starting place to being a lead advisor at some point in the future," said Ryan Grau, director of valuations. #AdvisorCompensation #RIAs #advisorgrowth
https://t.co/74qV9UL1j3

[Financial Planning @finplan]

Do you know a financial planner who's a rockstar in their field, going above and beyond for their clients or their firm? Nominate them today to be a Rising Star — only 30 days left! #RisingStars #financialplanners #financialadvisors
https://t.co/HJlh5TiclA

[Financial Planning @finplan]

Nearly one-third of women investors say their advisor “mainsplains” concepts to them, a @Nationwide survey shows. Are you guilty? #financialadvisors #womeninvestors #clientcommunication https://t.co/QXJhKp7olu