Financial Planning

News, analysis, insights and data for financial advisors

[Financial Planning @finplan]

The @SECGov may have shifted its regulatory priorities. But its latest enforcement report shows it still cares about the custody rule, Reg BI and other “technical matters.” #financialplanning #wealthmanagement #financialadvisors
https://t.co/PmE8tH3b10

[Financial Planning @finplan]

30 years of tech, and the median advisory firm’s overhead ratio hasn’t moved a point, says @MichaelKitces. Joel Bruckenstein (@FinTechie) thinks AI will be different. Who’s right? #AdviseAI #ArtificialIntelligence #PracticeAndClientManagement #RIAs
https://t.co/Z6ENfyZfr8

[Financial Planning @finplan]

A newly updated training course from the Foundation for Financial Planning and @CapitalGroup could ripple into a massive impact for pro bono clients and the volunteers giving back.
#financialplanning #financialadvisors #probono https://t.co/2WIsRUiab9

[Financial Planning @finplan]

Form 1040 tax returns provide clues on held-away assets while also revealing gaps and opportunities in a financial plan, says Raj Doshi, president and COO of @getapril_tax. He maps out where to start looking. #tax #heldawayassets #financialplanning
https://t.co/hR1U71tCA4

[Financial Planning @finplan]

.@Merrill and other @BankofAmerica wealth units are on track to bring in $80B in new client assets this year. To hit their goals, they need to double that. #financialplanning #wealthmanagement #financialadvisors
https://t.co/fflGQRyTwW

[Financial Planning @finplan]

For the third year in a row, @SavantWealth has more financial advisors than any other fee-only RIA, per FP's RIA Leaders ranking. But Nos. 2 and 3 on the list switched places from 2025. https://t.co/G0iNrPSu6l

[Financial Planning @finplan]

Florida passed Amendment 3, tripling the homestead exemption. How does this affect advisors’ work with clients on whether and when to move? #taxplanning #financialadvisors #financialplanning
https://t.co/RN71tdkrsh

[Financial Planning @finplan]

In a world where AI is making many wealth managers look like all the others, @MorganStanley thinks its size is the key to standing out. #financialplanning #wealthmanagement #financialadvisors
https://t.co/toruWrFxBa

[Financial Planning @finplan]

RIA M&A deal volume tends to pick up toward the end of the year, especially in the wake of elections. But that's not always the case. #RIAs #financialadvisors #wealthmanagement https://t.co/rGI775Tvoe

[Financial Planning @finplan]

.@MissionWealth nearly tripled its headcount in about seven years. CTO Renee Hennessee talks scaling, AI governance and why “just having adoption” isn’t progress. #AI #WealthTech #RIAs https://t.co/3LsbL89a4u

[Financial Planning @finplan]

Have clients trading on prediction markets? Don’t assume their winnings are capital gains. Advisors explain the tax confusion and risks involved. #predictionmarkets #financialadvisors #financialplanning
https://t.co/VDuFv7GayH

[Financial Planning @finplan]

Clients interested in investing in qualified opportunity zones can now see the 6,576 eligible census tracts where they could invest, since @IRSnews and @USTreasury published the list of new designations. #financialadvisors #financialplanning #investing
https://t.co/iMjZlI0le0

[Financial Planning @finplan]

Sure, failing the CFP exam stings, but it’s far from the end. In March, 60% of repeat test-takers passed. Planners who failed the first time share what gave them a boost the second time around. #CFP #FinancialPlanning #CFPExam https://t.co/G4f6zUJOcS

[Financial Planning @finplan]

The IRS says 15% of Social Security benefits are always tax-free. The remaining 85% can be, too, if the total of modified adjusted gross income and half of Social Security benefits does not exceed $32,000. #socialsecurity #taxes #retirementplanning
https://t.co/hr8eNEfEAW

[Financial Planning @finplan]

In an industry of sustainable businesses rather than nonprofit endeavors, financial planners must try to figure out where murky custodial fees do and don't align with their fiduciary duty: https://t.co/cyEeTKWKhk
#financialplanning #investing #RIAs #wealthmanagement

[Financial Planning @finplan]

In its latest quarter, @EdwardJones reversed the advisor attrition it saw a year ago. #financialplanning #wealthmanagement #financialadvisors
https://t.co/uK7kSyLM3X

[Financial Planning @finplan]

As state wealth tax proposals gain traction, financial advisors share how some wealthy clients are adapting their tax planning strategies and residency choices. #wealthmanagement #financialadvisors #taxplanning
https://t.co/codDbF9lvo

[Financial Planning @finplan]

Inflation-adjusted tax brackets, standard deductions, tax credit amounts and more for 2027 have now been released by @IRSnews. #wealthmanagement #financialadvisors #taxplanning
https://t.co/rB6E9o7hpr

[Financial Planning @finplan]

If a Section 351 ETF contains three specific elements, the investor could owe tax they’d hoped to defer on the swapped-out securities, says @ExchangiFi’s @Matt_Bucklin. Read on for clues on how to spot the pattern. #taxes #351exchange #ETFs
https://t.co/DujDYlW5cJ

[Financial Planning @finplan]

Penny Pennington says she’s nearing the end of her time at the top of @EdwardJones. Before her exit, she’s restructuring the firm to make sure it stays in employee hands for the long term. #financialplanniing #wealthmanagement #financialadvisor
https://t.co/DpR7FoPLhd