Since July 8, 2024, I have been a Reporter for Financial Planning Magazine.
Here is my author page: https://www.financial-planning.com/author/rob-burgess
(Note: Several of these stories were
reprinted in Financial Planning Magazine's sister publication,
Employee Benefit News, which is also owned by Arizent. These stories
have been marked accordingly and include a separate URL.)
(Note: Several of these stories were
syndicated in Yahoo Finance. These stories have been marked
accordingly and include a separate URL.)
Stories
2024-07-10 - FP - Paying off mortgages
into retirement may make sense, advisors say
https://www.financial-planning.com/news/paying-off-mortgages-into-retirement-may-make-sense-advisors-say
Reprinted in the September 2024 issue
of Financial Planning Magazine:
https://www.financial-planning.com/digital-edition/september-2024
2024-07-11 - FP - Social Security COLA
expected to be lower in 2025, analyst predicts
https://www.financial-planning.com/news/smaller-social-security-cola-in-2025-analyst-predicts
2024-07-15 - FP - Auto enrollment in
retirement plans can spur savings, but at what cost
https://www.financial-planning.com/news/auto-enrollment-in-retirement-plans-can-spur-savings-but-at-what-cost
2024-07-17 - FP - Advising members of
devout religious communities comes with perks and challenges
https://www.financial-planning.com/news/working-with-members-of-devout-religious-communities-comes-with-perks-and-challenges-advisors-say
2024-07-18 - FP - What values-based
investing means to religious clients can vary widely
https://www.financial-planning.com/news/what-values-based-investing-means-to-religious-clients-can-vary-widely
2024-07-19 - FP - FINRA plans to raise
regulatory fees to stem losses
https://www.financial-planning.com/news/finra-plans-to-raise-regulatory-fees-to-stem-losses
Reprinted in Yahoo Finance:
https://finance.yahoo.com/news/finra-plans-raise-regulatory-fees-183134602.html
2024-07-22 - FP - How financial
advisors navigate working with clients across the political spectrum
https://www.financial-planning.com/news/how-financial-advisors-navigate-working-with-clients-across-the-political-spectrum
Reprinted in the September 2024 issue
of Financial Planning Magazine:
https://www.financial-planning.com/digital-edition/september-2024
2024-07-23 - FP - Career changers
reflect on the many paths into financial planning — and offer
advice on making the switch
https://www.financial-planning.com/news/career-changers-reflect-on-their-paths-to-becoming-financial-advisors-offer-advice-to-others
2024-07-24 - FP - The rewards financial
advisors find working with niche clients
https://www.financial-planning.com/news/financial-advisors-who-serve-a-unique-niche-find-specialization-rewarding
2024-07-25 - FP - Raymond James' wealth
unit again posts record profits, assets
https://www.financial-planning.com/news/raymond-james-wealth-unit-again-posts-record-profits-assets
2024-07-26 - FP - Giving
student-athletes a running start through financial literacy
https://www.financial-planning.com/news/giving-student-athletes-a-running-start-through-financial-literacy
2024-07-29 - FP - The 15 most expensive
retirement cities in the U.S.
https://www.financial-planning.com/list/the-15-most-expensive-retirement-cities-in-the-u-s
Reprinted in Employee Benefit News:
https://www.benefitnews.com/list/the-15-most-expensive-retirement-cities-in-the-u-s
2024-07-31 - FP - Clients value
trustworthiness above all else when choosing an advisor — here's
how advisors build that trust
https://www.financial-planning.com/news/clients-value-trustworthiness-above-all-else-when-choosing-a-financial-advisor
2024-08-01 - FP - What advisors (and
their clients) can learn from celebrity estate debacles
https://www.financial-planning.com/news/what-estate-debacles-of-aretha-franklin-james-caan-and-tony-bennett-can-teach-the-rest-of-us
Reprinted in the October 2024 issue of
Financial Planning Magazine:
https://www.financial-planning.com/magazine/financial-planning-october-2024
2024-08-02 - FP - How advisors can best
serve clients who are new widows or widowers
https://www.financial-planning.com/news/how-advisors-can-serve-clients-who-are-new-widows-or-widowers
2024-08-06 - FP - Proactive comms can
keep jittery clients from blowing up inboxes during market turns
https://www.financial-planning.com/news/proactive-communication-during-market-downturns-can-ease-nervous-clients
2024-08-08 - FP - A proactive approach
to long-term care planning can pay off for clients
https://www.financial-planning.com/news/a-proactive-approach-to-long-term-care-planning-can-pay-off-for-clients
Reprinted in Employee Benefit News:
https://www.benefitnews.com/news/a-proactive-approach-to-long-term-care-planning-can-pay-off-for-clients
Reprinted in the October 2024 issue of
Financial Planning Magazine:
https://www.financial-planning.com/magazine/financial-planning-october-2024
2024-08-09 - FP - Compound Planning's
tech-driven approach fuels 80% AUM growth in one year
https://www.financial-planning.com/news/compound-plannings-tech-driven-approach-fuels-80-aum-growth-in-under-a-year
2024-08-13 - FP - Crux Wealth Advisors
launches with $1B in AUM, more on the way
https://www.financial-planning.com/news/crux-wealth-advisors-launches-with-1b-in-aum
2024-08-13 - FP - The 20 ETFs with the
biggest inflows of July 2024
https://www.financial-planning.com/list/the-20-etfs-with-the-biggest-inflows-of-july-2024
2024-08-14 - FP - Falling inflation
figures could mean an even smaller Social Security COLA in 2025
https://www.financial-planning.com/news/falling-inflation-figures-could-mean-an-even-smaller-social-security-cola-in-2025
Reprinted in Employee Benefit News:
https://www.benefitnews.com/news/falling-inflation-figures-could-mean-an-even-smaller-social-security-cola-in-2025
2024-08-15 - FP - The 20 ETFs with the
biggest outflows of July 2024
https://www.financial-planning.com/list/the-20-etfs-with-the-biggest-outflows-of-july-2024
2024-08-16 - FP - How the Fed's
expected interest rate cut may affect client portfolios
https://www.financial-planning.com/news/how-the-expected-federal-reserve-interest-rate-cut-may-affect-client-portfolios
2024-08-19 - FP - Harris vs. Trump -
What financial advisors are watching in their economic proposals
https://www.financial-planning.com/news/harris-and-trump-offer-differing-economic-proposals-and-financial-advisors-take-note
2024-08-22 - FP - How financial
advisors can assist clients in successfully navigating career changes
https://www.financial-planning.com/news/how-financial-advisors-can-assist-clients-in-successfully-navigating-a-career-change
Reprinted in Employee Benefit News:
https://www.benefitnews.com/news/how-financial-advisers-can-assist-clients-in-successfully-navigating-career-changes
2024-08-27 - FP - Back-to-school is a
reminder for financial advisors to review clients' educational
savings goals
https://www.financial-planning.com/news/back-to-school-is-a-reminder-for-financial-advisors-to-review-clients-educational-savings-goals
2024-08-28 - FP - Global economy
slowing, but not in recession, says report
https://www.financial-planning.com/news/global-economy-slowing-but-not-in-recession-says-report
2024-08-29 - FP - How advisors help
clients plan for pricey wedding tabs
https://www.financial-planning.com/news/how-advisors-help-clients-plan-for-this-wedding-season
2024-08-30 - FP - How advisors can
protect older clients from financial scams
https://www.financial-planning.com/news/how-advisors-can-protect-elderly-clients-from-being-scammed
2024-09-05 - FP - Reduce client regrets
on retirement savings with these tips
https://www.financial-planning.com/news/rolling-past-roadblocks-to-reduce-retirement-regrets
Reprinted in Employee Benefit News:
https://www.benefitnews.com/news/rolling-past-roadblocks-to-reduce-retirement-regrets
2024-09-05 - FP - 2024 Innovation
Awards - Innovation in Lead Generation Technology — WEALTHAWK
https://www.financial-planning.com/news/2024-financial-planning-innovation-award-for-lead-generation-goes-to-wealthawk
2024-09-05 - FP - Former athletes can
win big by tackling careers in financial advice
https://www.financial-planning.com/news/the-highs-and-lows-of-athletes-becoming-financial-advisors
2024-09-06 - FP - Financial planning as
a perk opens doors for advisors
https://www.financial-planning.com/news/financial-planning-becoming-more-popular-employer-perk
Reprinted in the November to December
2024 issue of Financial Planning Magazine:
https://www.financial-planning.com/digital-edition/november-december-2024
2024-09-10 - FP - How financial
advisors are using AI — and what their clients think about it
https://www.financial-planning.com/news/how-financial-advisors-use-ai-in-their-practices-and-how-clients-feel-about-it
2024-09-11 - FP - How advisors can ease
client fears of outliving retirement income
https://www.financial-planning.com/news/how-advisors-can-ease-client-fears-of-outliving-retirement-income
2024-09-12 - FP - This auto-IRA
retirement bill has hope if Democrats win the House
https://www.financial-planning.com/news/if-democrats-retake-house-this-auto-ira-retirement-bill-could-pass
2024-09-16 - FP - Prudential kicks off
advisor program to better serve Hispanic clients
https://www.financial-planning.com/news/prudential-kicks-off-advisor-program-to-better-serve-hispanic-clients
2024-09-17 - FP - How advisors should
communicate the expected Fed rate cut to clients
https://www.financial-planning.com/news/how-advisors-can-talk-about-the-fed-rate-cut-with-clients
2024-09-18 - FP - As Fed announces
half-point rate drop, advisors change investment strategies
https://www.financial-planning.com/news/how-advisors-are-changing-investment-strategies-as-the-fed-begins-lowering-rates
2024-09-18 - FP - Advisor strategies
for optimizing cash management
https://www.financial-planning.com/news/advisor-strategies-for-optimizing-cash-management
2024-09-19 - FP - The most overlooked
aspect of estate planning, and how to address it
https://www.financial-planning.com/news/digital-assets-are-often-overlooked-in-estate-planning
2024-09-26 - FP - Goldman study
emphasizes the power of a retirement plan
https://www.financial-planning.com/news/helping-retirement-savers-plan-encourages-stability-and-satisfaction
Re-printed
in Employee Benefit News:
https://www.benefitnews.com/news/helping-retirement-savers-plan-encourages-stability-and-satisfaction
2024-09-27 - FP - Majority of wealthy
investors plan portfolio changes ahead of election, UBS finds
https://www.financial-planning.com/news/majority-of-wealthy-investors-plan-portfolio-changes-ahead-of-election-ubs-finds
2024-10-01 - FP - Business owners
decidedly keep estate plans quiet — here's why
https://www.financial-planning.com/news/business-owners-decidedly-keep-estate-plans-quiet-heres-why
2024-10-02 - FP - Skeptical on Social
Security, younger workers shift to personal retirement accounts
https://www.financial-planning.com/news/skeptical-on-social-security-younger-workers-shift-to-personal-retirement-accounts
Re-printed
in Employee Benefit News:
https://www.benefitnews.com/news/skeptical-on-social-security-younger-workers-shift-to-personal-retirement-accounts
Reprinted in the November to December
2024 issue of Financial Planning Magazine:
https://www.financial-planning.com/digital-edition/november-december-2024
2024-10-03 - FP - Why clients would
rather talk politics than money with their kids
https://www.financial-planning.com/news/why-clients-would-rather-talk-politics-than-money-with-their-kids
2024-10-04 - FP - Single-stock ETFs a
double-edged sword
https://www.financial-planning.com/news/single-stock-etfs-a-double-edged-sword
Reprinted in the November to December
2024 issue of Financial Planning Magazine:
https://www.financial-planning.com/digital-edition/november-december-2024
2024-10-07 - FP - New CFP Board ads
incite fierce backlash from advisors
https://www.financial-planning.com/news/new-cfp-board-ads-incite-fierce-backlash-from-advisors
2024-10-10 - FP - 'Diet' COLA -
Advisors talk to clients about the lowest increase in years
https://www.financial-planning.com/news/diet-cola-advisors-talk-to-clients-about-the-lowest-increase-in-years
Re-printed
in Employee Benefit News:
https://www.benefitnews.com/news/diet-cola-advisers-talk-to-clients-about-the-lowest-increase-in-years
2024-10-15 - FP - Training advisors
wish they had when they entered the profession
https://www.financial-planning.com/news/osaic-training-program-offers-skills-advisors-need-early-in-careers
2024-10-17 - FP - How financial
advisors want the Social Security shortfall handled
https://www.financial-planning.com/news/financial-advisors-prefer-higher-taxes-on-some-to-shore-up-social-security
Reprinted in the November to December
2024 issue of Financial Planning Magazine:
https://www.financial-planning.com/digital-edition/november-december-2024
2024-10-18 - FP - Many advisors still
wary nearly a year after spot bitcoin ETFs approved
https://www.financial-planning.com/news/financial-advisors-wary-a-year-after-spot-bitcoin-etfs-approved
2024-10-21 - FP - CFP Board updates ads
after backlash from advisors
https://www.financial-planning.com/news/cfp-board-updates-ads-after-advisors-complaints
2024-10-22 - FP - Why do so many
advisors lack estate plans
https://www.financial-planning.com/news/why-so-many-advisors-lack-an-estate-plan-and-what-can-be-done
2024-10-23 - FP - Here are the election
outcomes financial advisors are hoping for
https://www.financial-planning.com/news/here-are-the-election-outcomes-financial-advisors-hope-for
2024-10-24 - FP - Ameriprise's
'excellent quarter' hits $1T in client assets
https://www.financial-planning.com/news/ameriprise-financials-total-client-assets-set-record-of-1t
2024-10-29 - FP - Tips on passing the
CFP exam from those who have been there
https://www.financial-planning.com/news/tips-on-passing-the-cfp-exam-from-those-who-have-been-there
2024-10-30 - FP - Some advisors say
business interests trump personal politics at the voting booth
https://www.financial-planning.com/news/some-advisors-say-business-interests-trump-personal-politics-at-the-voting-booth
2024-11-01 - FP - What's sparking 16
quarters of annuity sales growth
https://www.financial-planning.com/news/annuity-sales-mark-the-16th-consecutive-quarter-of-growth
2024-11-05 - FP - Easing the financial
frustration of the 'sandwich' Gen Xers
https://www.financial-planning.com/news/understanding-generation-xs-financial-frustrations
2024-11-06 - FP - Portfolio allocations
to personal freedoms - Post-election client concerns
https://www.financial-planning.com/news/portfolio-allocations-to-personal-freedoms-post-election-client-concerns
2024-11-07 - FP - Envestnet partners
with Axos Clearing on managed account integration
https://www.financial-planning.com/news/envestnet-partners-with-axos-clearing-on-managed-account-integration
2024-11-08 - FP - Women find financial
advisors via trusted networks, study shows
https://www.financial-planning.com/news/most-women-clients-seek-advisor-referrals-from-other-women
2024-11-11 - FP - What Trump's
re-election means for portfolios, Fed rate cuts
https://www.financial-planning.com/news/what-trumps-re-election-means-for-portfolios-fed-rate-cuts
2024-11-12 - FP - Financial advisors
find fulfillment in pro bono planning work
https://www.financial-planning.com/news/financial-advisors-find-fulfillment-in-pro-bono-planning-work
2024-11-13 - FP - Dislike and
unsubscribe - Advisors on combating misleading social media advice
https://www.financial-planning.com/news/dislike-unsubscribe-advisors-on-combating-finfluencers
Reprinted in Yahoo Finance:
https://finance.yahoo.com/news/dislike-unsubscribe-advisors-combating-misleading-214429732.html
2024-11-15 - FP - What do Trump's
reelection, Fed rate cuts mean for small-caps
https://www.financial-planning.com/news/what-trumps-election-fed-rate-cuts-mean-for-small-caps
2024-11-18 - FP - Zeplyn raises $3M for
its AI assistant for financial advisors
https://www.financial-planning.com/news/zeplyn-raises-3m-for-its-ai-assistant-for-financial-advisors
2024-11-19 - FP - How Robinhood's
TradePMR acquisition changes the industry
https://www.financial-planning.com/news/how-robinhoods-tradepmr-acquisition-changes-the-industry
2024-11-20 - FP - LPL's AI Advisor
Solutions includes four popular vendors
https://www.financial-planning.com/news/lpls-ai-advisor-solutions-includes-four-popular-vendors
2024-11-22 - FP - Clients want more
from financial services apps, websites
https://www.financial-planning.com/news/clients-want-more-from-financial-services-apps-websites
2024-11-25 - FP - The future of
sustainable investing in Trump's second term
https://www.financial-planning.com/news/the-future-of-sustainable-investing-in-trumps-second-term
2024-11-26 - FP - Fidelity's
client-cash plans draw industry ire
https://www.financial-planning.com/news/fidelitys-client-cash-plans-draw-industry-ire
Re-printed
in Employee Benefit News:
https://www.benefitnews.com/news/fidelitys-client-cash-plans-draw-industry-ire
2024-11-27 - FP - Goldman Sachs on what
2025 might bring for markets
https://www.financial-planning.com/news/goldman-sachs-on-what-2025-might-bring-for-markets
2024-12-02 - FP - Short-term bonds on
the rise as interest rates decline
https://www.financial-planning.com/news/short-term-bonds-on-the-rise-as-interest-rates-decline
2024-12-04 - FP - Models slowly but
surely gaining ground with advisors, Cerulli says
https://www.financial-planning.com/news/models-adoption-rises-with-financial-advisors-cerulli-says
2024-12-05 - FP - Morningstar looks at
rate cuts, private markets, AI in 2025
https://www.financial-planning.com/news/morningstar-looks-at-rate-cuts-private-markets-ai-in-2025
2024-12-06 - FP - From LinkedIn to
Reddit, the social media strategies that work for advisors
https://www.financial-planning.com/news/from-linkedin-to-reddit-the-social-media-strategies-that-work-for-advisors
2024-12-09 - FP - Trash or treasure -
Dumped index stocks could be investing opportunity
https://www.financial-planning.com/news/trash-or-treasure-dumped-index-stocks-could-be-investing-opportunity
Reprinted in Yahoo Finance:
https://finance.yahoo.com/news/trash-treasure-dumped-index-stocks-231933883.html
2024-12-10 - FP - Editorial Staff - 20
people who will shape wealth management in 2025
https://www.financial-planning.com/list/20-in-2025-change-makers-to-watch-in-wealth-management
(I wrote the profiles for Nicole
Casperson, David O. Sacks, Jay Clayton, Rich Steinmeier and Sheryl
Hickerson.)
2024-12-11 - FP - How advisors guide
clients with year-end charitable giving
https://www.financial-planning.com/news/how-advisors-guide-clients-with-year-end-charitable-giving
2024-12-12 - FP - How a newly unified
GOP government will affect ETFs
https://www.financial-planning.com/news/how-a-newly-unified-gop-government-will-affect-etfs
Reprinted in Yahoo Finance:
https://finance.yahoo.com/news/newly-unified-gop-government-affect-230227840.html
2024-12-13 - FP - Direct investor
platforms grow as wirehouses shrink
https://www.financial-planning.com/news/direct-investor-platforms-grow-as-wirehouses-shrink
2024-12-16 - FP - 10 key stories on AI
and wealth management in 2024
https://www.financial-planning.com/list/10-key-stories-on-ai-and-wealth-management-in-2024
2024-12-17 – FP - Editorial Staff -
2025 expert predictions - The year ahead for wealth management
https://www.financial-planning.com/list/what-top-experts-predict-for-wealth-management-in-2025
2024-12-18 - FP - New TIFIN Give
feature allows for public DAF campaigns
https://www.financial-planning.com/news/new-tifin-give-feature-allows-for-public-daf-campaigns
2024-12-19 - FP - Sustainable investors
expect sector growth, but not from them
https://www.financial-planning.com/news/sustainable-investors-expect-sector-growth-but-not-from-them
2024-12-20 - FP - Using SEO to boost
passive lead generation for advisors
https://www.financial-planning.com/news/using-seo-to-boost-passive-lead-generation-for-advisors
2024-12-23 - FP - Expert predictions
for wealthtech and financial planning in 2025
https://www.financial-planning.com/list/expert-predictions-for-wealthtech-and-financial-planning-in-2025
2024-12-24 - FP - Advisors, clients
want to know where the gold is at in 2025
https://www.financial-planning.com/news/advisors-clients-want-to-know-where-the-gold-is-at-in-2025
2024-12-26 - FP - 10 experts predict
what's next for investing in 2025
https://www.financial-planning.com/list/10-experts-predict-whats-next-for-investing-in-2025
2024-12-27 - FP - Will alternative
investments go mainstream in 2025
https://www.financial-planning.com/news/will-alternative-investments-go-mainstream-in-2025
Reprinted in Yahoo Finance:
https://finance.yahoo.com/news/alternative-investments-mainstream-2025-193409536.html
2024-12-30 - FP - 10 key investment
strategy stories of 2024
https://www.financial-planning.com/list/10-key-investment-strategy-stories-of-2024
2025-01-02 - FP - Crypto in client
portfolios - Advisors on bitcoin, 1 year after ETF approval
https://www.financial-planning.com/news/crypto-in-client-portfolios-advisors-on-bitcoin-1-year-after-etf-approval
2025-01-03 - FP - CFAs, other advisors
optimistic about AI — with some reservations
https://www.financial-planning.com/news/cfas-other-advisors-optimistic-about-ai-with-some-reservations
2025-01-06 - FP - Citi Wealth hires
ex-J.P. Morgan advisory head for new role
https://www.financial-planning.com/news/citi-wealth-hires-ex-j-p-morgan-advisory-head-for-new-role
2025-01-07 - FP - Firms increasing
their tech spending, especially on AI
https://www.financial-planning.com/news/firms-increasing-their-tech-spending-especially-on-ai
Reprinted in Yahoo Finance:
https://finance.yahoo.com/news/firms-increasing-tech-spending-especially-224039730.html
2025-01-08 - FP - Finserv firms view AI
tools as important but lack proper oversight
https://www.financial-planning.com/news/finserv-firms-view-ai-tools-as-important-but-lack-proper-oversight
2025-01-14 - FP - A 'very hard soft
landing' - Fidelity's 2025 economic forecast
https://www.financial-planning.com/news/jpmorgan-chase-reports-flat-financial-advisor-headcount
Reprinted in Yahoo Finance:
https://finance.yahoo.com/news/very-hard-soft-landing-fidelitys-203547180.html
2025-01-15 - FP - JPMorgan advisor
headcount remains steady
https://www.financial-planning.com/news/jpmorgan-chase-reports-flat-financial-advisor-headcount
2025-01-16 - FP - Preparing clients for
natural disasters and other emergencies
https://www.financial-planning.com/news/preparing-clients-for-natural-disasters-and-other-emergencies
2025-01-21 - FP - How to help clients
plan for the high costs of long-term health care
https://www.financial-planning.com/news/how-to-help-clients-plan-for-the-high-costs-of-long-term-health-care
2025-01-21 - FP -
A health care planning checklist for financial advisors
https://www.financial-planning.com/list/a-health-care-planning-checklist-for-financial-advisors
2025-01-22 - FP -
Expanded offerings draw prospects, advisors say
https://www.financial-planning.com/news/expanded-offerings-draw-prospects-advisors-say
2025-01-24 - FP -
Impact investors push human capital in lieu of DEI
https://www.financial-planning.com/news/impact-investors-push-human-capital-in-lieu-of-dei
2025-01-27 - FP - Tax tech as a
differentiator - Show Me Your Stack
https://www.financial-planning.com/list/tax-tech-as-a-differentiator-show-me-your-stack
2025-01-28 - FP - How advisors are
approaching digital marketing in 2025
https://www.financial-planning.com/news/how-advisors-are-approaching-digital-marketing-in-2025
2025-01-29 - FP - Decoding the mixed
crypto signals in Trump's new term
https://www.financial-planning.com/news/decoding-the-mixed-crypto-signals-in-trumps-new-term
2025-01-30 - FP - Orion, Pontera
announce expanded integration to help with held-away assets
https://www.financial-planning.com/news/orion-pontera-announce-expanded-integration-to-help-with-held-away-assets
2025-01-31 - FP - Advisors look to
diversify after DeepSeek's rise, Trump's AI directive
https://www.financial-planning.com/news/advisors-look-to-diversify-after-deepseeks-rise-trumps-ai-directive
Morningstar
Direct cardshows
Each month, we ask Morningstar
Direct for a list of the best and worst performing funds in a
particular category. These are then compiled into graphics, ranked in
cardshows and published along with a story.
2024-08-20 - FP - The top 20 small-cap
ETFs of the past decade
https://www.financial-planning.com/list/the-top-20-small-cap-etfs-of-the-past-decade
2024-09-23 - FP - The top 20 technology
funds of the decade
https://www.financial-planning.com/list/the-top-20-technology-funds-of-the-decade
2024-10-09 - FP - The 10
worst-performing ESG funds of the decade
https://www.financial-planning.com/list/the-10-worst-performing-esg-funds-of-the-decade
2024-10-09 - FP - The top 10
best-performing ESG funds of the decade
https://www.financial-planning.com/list/the-top-10-best-performing-esg-funds-of-the-decade
2024-11-14 - FP - The 10 best- and
worst-performing large-cap funds of the decade
https://www.financial-planning.com/list/fidelity-invesco-10-best-worst-performing-large-cap-funds
2024-12-10 - FP - The best- and
worst-performing energy ETFs of the decade
https://www.financial-planning.com/list/the-best-and-worst-performing-energy-etfs-of-the-decade
2025-01-17 - FP - The 10 best- and
worst-performing ETFs of 2024
https://www.financial-planning.com/list/the-10-best-and-worst-performing-etfs-of-2024
FACO
https://www.financial-planning.com/faco
The Financial Advisor Confidence
Outlook (FACO) is a survey of financial advisors and planners by
Financial Planning (an Arizent brand). Every month, FACO surveys
hundreds of advisors and measures their confidence on a scale of
minus-100 to 100.
2024-08-21 - FP - Market volatility and
a contentious election year caused advisor confidence to plummet
https://www.financial-planning.com/news/volatility-election-uncertainty-reduce-financial-advisor-confidence
Reprinted in the October 2024 issue of
Financial Planning Magazine:
https://www.financial-planning.com/magazine/financial-planning-october-2024
2024-09-25 - FP - Financial advisors'
confidence in the economy still shaky as election looms
https://www.financial-planning.com/news/advisor-confidence-improves-slightly-but-still-down-for-year-as-election-anxiety-remains
2024-10-31 - FP - Ahead of Election
Day, financial advisors' confidence highest in 6 months
https://www.financial-planning.com/news/financial-advisor-confidence-highest-in-months-near-election
Reprinted in the November to December
2024 issue of Financial Planning Magazine:
https://www.financial-planning.com/digital-edition/november-december-2024
2025-01-09 - FP - Financial advisor
confidence plummets after election
https://www.financial-planning.com/news/financial-advisor-confidence-plummets-after-election
2025-01-23 - FP - Advisors affiliated
with broker-dealers most likely to leave
https://www.financial-planning.com/news/advisors-affiliated-with-broker-dealers-most-likely-to-leave
The
Ladder
https://www.financial-planning.com/the-ladder
“The
Ladder” is a series by Financial Planning that looks at how
executives and leaders in the wealth management industry made it to
where they are today — and what you can learn from them.
2024-08-26 - FP - The Ladder - How
patience paid off for the founder of an RIA that serves tech
professionals
https://www.financial-planning.com/news/eric-franklin-of-prospero-wealth-on-recognizing-the-difference-between-one-way-and-two-way-door-decisions
2024-09-09 - FP - The Ladder - Peter
Krull's Ph.D and SRI moments
https://www.financial-planning.com/news/peter-krull-on-aligning-investments-with-values-the-ladder
2024-09-26 - FP - The Ladder - How
owning an error led to career growth for Andree Mohr
https://www.financial-planning.com/news/the-ladder-how-owning-an-error-led-to-career-growth-for-andree-mohr
2024-10-08 - FP - The Ladder - He
turned a crypto 'rabbit hole' into a business
https://www.financial-planning.com/news/the-ladder-he-turned-a-crypto-rabbit-hole-into-a-business
2024-10-25 - FP - The Ladder
- How choosing curiosity over cash paid off for Orion's CEO
https://www.financial-planning.com/news/how-choosing-curiosity-over-cash-paid-off-for-orions-ceo
2024-11-04 - FP - The Ladder
- Kay Lynn Mayhue on having the guts to change paths
https://www.financial-planning.com/news/kay-lynn-mayhue-went-from-doing-it-all-to-mentoring
Ask an
Advisor
https://www.financial-planning.com/ask-an-advisor
"Ask an Advisor” is the
advice column in which real financial professionals answer questions
from real people. The topic can be anything in the world of finance,
from retirement to taxes to wealth management — or even advice on
advising.
2024-07-17 - FP - Ask an Advisor - Is
it a good idea for financial planners to hire an advisor for their
own families
https://www.financial-planning.com/list/ask-an-advisor-is-it-a-good-idea-for-financial-planners-to-hire-an-advisor-for-their-own-families
2024-07-30 - FP - Ask an Advisor - How
can I help clients retire to, not from, something (Part 1)
https://www.financial-planning.com/list/ask-an-advisor-how-can-i-help-clients-retire-to-not-from-something-part-1
2024-08-05 - FP - Ask an Advisor - How
can I help clients retire to, not from, something - Part 2
https://www.financial-planning.com/list/ask-an-advisor-how-can-i-help-clients-retire-to-not-from-something-part-2
2024-08-23 - FP - Ask an Advisor -
Advising couples with ESG investing when they disagree
https://www.financial-planning.com/list/ask-an-advisor-advising-couples-with-esg-investing-when-they-disagree
2024-09-03 - FP - Ask an Advisor - How
to coordinate with outside professionals
https://www.financial-planning.com/list/ask-an-advisor-how-to-coordinate-with-outside-professionals
2024-09-20 - FP - Ask an Advisor - What
is the time frame in which you analyze an investment?
https://www.financial-planning.com/list/ask-an-advisor-what-is-the-time-frame-in-which-you-analyze-an-investment
2024-09-30 – FP - Ask an Advisor -
Positioning investment management in a financial planning world
https://www.financial-planning.com/list/ask-an-advisor-positioning-investment-management-in-a-financial-planning-world
2024-10-16 - FP - Ask an Advisor -
Managing risks of overexposure to single stocks
https://www.financial-planning.com/list/ask-an-advisor-managing-risks-of-overexposure-to-single-stocks
2024-10-28 - FP - Ask an Advisor - Why
are alternative assets often not included in portfolios
https://www.financial-planning.com/list/ask-an-advisor-why-are-alternative-assets-often-not-included-in-portfolios
2024-11-07 - FP - Nathan Place - Ask an
Advisor - How do I use LinkedIn to boost my career?
https://www.financial-planning.com/list/ask-an-advisor-how-do-i-use-linkedin-for-my-career
(This was written by Nathan Place and
features a question by Rob Burgess.)
Show Me
Your Stack
https://www.financial-planning.com/show-me-your-stack
"Show Me Your Stack" is a
series from Financial Planning where we catch up with those
delivering financial advice to see what tools they rely on to make it
happen. Rising client expectations are driving the need for more
powerful tech tools. We're digging deep to find out why advisors
prefer certain solutions.
2024-11-21 - FP - How a Carson tuck-in
solved its tech headaches - Show Me Your Stack
https://www.financial-planning.com/list/from-independent-ria-to-carson-partner-show-me-your-stack
The founder of Mitlin Financial said he
has enjoyed the transition away from paper documents, traditional
business cards and choosing each piece of his technology stack.
2024-12-03 - FP - Wealth firm searches
for integrations - Show Me Your Stack
https://www.financial-planning.com/list/wealth-firm-searches-for-integrations-show-me-your-stack
Chris Grellas co-founded ProsperPlan
Wealth in April in Gold River, California, and is seeking vendors who
will communicate well with one another.
2024-12-17 - FP - Marrying tech to
advisor minds - Show Me Your Stack
https://www.financial-planning.com/list/marrying-tech-to-advisor-minds-show-me-your-stack
Jordan Hutchison, vice president of
technology and operations at RFG Advisory, helps support 69 advisory
teams nationwide, which manages almost $5.5 billion in assets.
2024-12-31 - FP - A chef's search for
tech mise en place - Show Me Your Stack
https://www.financial-planning.com/list/a-chefs-search-for-tech-mise-en-place-show-me-your-stack
2025-01-13 - FP - Advisor tech choices
for the long run - Show Me Your Stack
https://www.financial-planning.com/list/joe-mcquaid-of-concurrent-on-his-advisor-tech-choices
Leaders
https://www.financial-planning.com/leaders
Leaders is a forum that brings
together innovators and senior voices to share their leadership
experiences and perspectives on today’s most pressing topics.
2024-11-21 - FP – Leaders - Adapting
to client needs in the digital age
https://www.financial-planning.com/leaders/how-financial-advisors-adapt-to-client-needs-in-a-digital-age
The challenge for advisors lies in
delivering personalization at scale that is at the level of service
their clients expect. One area in which advisors can excel is in
exploring how to deliver personalization using direct indexing and
tax management. Natalie Wolfsen, CEO of Orion, will discuss the ways
in which advisors can marry tech with personalization to build deeper
connections with clients.
Web
Seminars
2024-12-10 - FP - Web Seminar - Sponsor
Content from AssetMark - Web Seminar - Save 11 hours a week -Elevate
your practice with outsourced investment and tax management
https://www.financial-planning.com/web-seminars/save-11-hours-a-week-elevate-your-practice-with-outsourced-investment-tax-management
(I hosted this web seminar, which
featured Matt Matrisian, head of client growth at AssetMark, and Ken
Chee, director of wealth management solutions at AssetMark.)
Continuing
Education Credits
https://www.financial-planning.com/ce-quiz
As a subscriber to
Financial-Planning.com, you can earn up to 12 hours of CE credit from
the CFP Board and the Investments & Wealth Institute. Please read
the articles and answer the questions below. To find the related
article, click on the hyperlinked title of the story – both
online-only articles as well as stories published in the magazine.
You must answer 8 of the 10 questions correctly to qualify for CE
credit. Financial Planning does not email a certificate of
completion. Please take a screenshot of the results screen, and keep
the confirmation for your records. Financial Planning reports results
to the CFP Board weekly. The board may take an additional two weeks
to post results.
These roundups are published monthly
and frequently include stories I have written as source material for
the questions.
2024-08-26 - FP - Continuing Education
Credit — August 2024
https://www.financial-planning.com/ce-quiz/continuing-education-credit-august-2024
2024-09-23 - FP - Continuing Education
Credit — September 2024
https://www.financial-planning.com/ce-quiz/continuing-education-credit-september-2024
2024-10-25 - FP - Continuing Education
Credit — October 2024
https://www.financial-planning.com/ce-quiz/continuing-education-credit-october-2024
2024-11-21 - FP - Continuing Education
Credit — November 2024
https://www.financial-planning.com/ce-quiz/continuing-education-credit-november-2024
2024-12-20 - FP - Continuing Education
Credit — December 2024
https://www.financial-planning.com/ce-quiz/continuing-education-credit-december-2024
2025-01-24 - FP - Continuing Education
Credit — January 2025
https://www.financial-planning.com/ce-quiz/continuing-education-credit-january-2025
Mentions
2024-09-27 - FP - Frank Gargano -
Pending IRA rules, inflation woes and other retirement planning
issues
https://www.financial-planning.com/list/top-strategies-pending-regulations-facing-retirement-plans
2024-10-08 - FP – Frank Gargano -
Schwab lawsuit, Raymond James woes - Top news September 2024
https://www.financial-planning.com/list/schwab-lawsuit-raymond-james-woes-top-news-september-2024
2024-10-29 - FP - Frank Gargano -
Financial advisors favor Trump, doubt his 2024 election prospects
https://www.financial-planning.com/list/advisors-favor-trump-doubt-his-2024-election-prospects
2024-11-01 - Talking Biz News - Chris
Roush - Financial Planning taps Burgess as a reporter
https://talkingbiznews.com/media-news/financial-planning-taps-burgess-to-cover-technology-and-investment-strategies/
2024-11-05 - FP - Frank Gargano - CFP
Board missteps, LPL Financial's legal woes - Top news October 2024
https://www.financial-planning.com/news/lpl-financials-legal-woes-wells-fargos-advisory-changes
2024-11-27 - FP - Frank Gargano -
Trump, taxes and markets - Key insights for investors
https://www.financial-planning.com/news/trump-taxes-and-markets-key-insights-for-investors
2024-12-05 - FP - Frank Gargano - CE
cheating scheme, UBS pay cuts - Top news November 2024
https://www.financial-planning.com/news/ce-cheating-scheme-ubs-pay-cuts-top-news-november-2024
2024-12-27 - FP - Brian Wallheimer -
Cover stories, top series - FP's 2024 wealth management deep dives
https://www.financial-planning.com/list/financial-plannings-2024-magazine-cover-stories-and-series
2024-12-27 - FP - Tobias Salinger - Is
'DEI' over or just evolving - Here's how FP covered it in 2024
https://www.financial-planning.com/list/top-wealth-management-news-stories-about-dei-in-2024
2025-01-20 - FP - Brian Wallheimer -
Top brokers, RIAs and other rankings from FP in 2024
https://www.financial-planning.com/list/top-brokers-rias-and-financial-planning-rankings-in-2024
2025-01-27 - FP - Frank Gargano -
Financial advisors tap AI for growth but face ethical hurdles
https://www.financial-planning.com/news/financial-advisors-tap-ai-for-growth-but-face-ethical-hurdles
Retirement
Newsletters
Each Wednesday from July to November 2024, I wrote
and sent our “Retirement” newsletter, which features my stories
from the previous week, highlights areas of interest and provides an
outlet for readers who want to connect further. Starting in November
2024, I switched to writing and sending out our “Wealthtech Weekly”
newsletter each Thursday.
2024-07-17 - FP - Retirement Newsletter
- Nice to meet you
https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jyGmq%2B4cDHu2%2B6FAGcXHvFnj0iDPmzo99fSi1sZop%2BfnOt7AV64FzhA%3D%3DA
2024-07-24 - FP - Retirement
Newsletter- Go ahead, talk politics with clients
https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jk5mYCqzK7KqXWE8pyL53QP286XI5kpCYlKuwv6VgEwlGkSnjAJ3sJw%3D%3DA
2024-07-31 - FP - Retirement Newsletter
- Do you have questions for your fellow advisors?
https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4j9%2BeqkkAcVfbZYWATtL1kTjyPupA0yLyqoKCYvwNRauVG97llOgGHGQ%3D%3DA
2024-08-07 - FP - Retirement Newsletter
- What can celebrity estate debacles teach the rest of us?
https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4j1FpaGiPk7rkjbN%2FI%2BM7dzCK4uDWSjdL%2F6SwoWwKLdRw4QpF8PmBMWg%3D%3DA
2024-08-14 - FP - Retirement Newsletter
- Do you have a candidate for our “The Ladder” series?
https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jaKFHGEjP91SJnF3I%2BSqYb2aiGupsIu01CFfX5yMcSX85HY61wwSWLQ%3D%3DA
2024-08-21 - FP - Retirement Newsletter
- Social Security COLA? Interest rates? Presidential economic plans?
Let's explore.
https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jars05zwYQpzv9JZ9sMtgpWwd0HNOhQRHqzWKWxTWgf4M%2FCrtCIikCQ%3D%3DA
2024-08-28 - FP - Retirement Newsletter
- Eric Franklin's journey from the tech world to financial planning
https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jnKg9tYmdR5q6Te%2BiK87Zp52zM7hulLwZNFihoKLpl7YWBi8HA%2Bha4Q%3D%3DA
2024-09-04 - FP - Retirement Newsletter
- How advisors can protect older clients from financial scams
https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4j2OcizJWG5ywm9AAbW4RrFpGjq%2FPb97wTHiq51%2BH9QnENuUuLYAQk5g%3D%3DA
2024-09-11 - FP - Retirement Newsletter
- Peter Krull on aligning investments with values: The Ladder
https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jnAwvv9vP%2FLE51Lu8tlHl1H6FRhoselZL7HltCciyPBuuufgresf%2F7Q%3D%3DA
2024-09-18 - FP - Retirement Newsletter
- This auto-IRA retirement bill has hope
https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jnvFqwJLId8X0YhzVhfBWtzZ2fiPYdzRy2RXfehMEygjBWeqD0JCI%2BQ%3D%3DA
2024-09-25 - FP - Retirement Newsletter
- As Fed announces half-point rate drop, advisors change investment
strategies
https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4j59RUdvF72p2VxSnrVtnl%2F1G6ftDE8IrlzTN27xt0qcwaoOFd2xixCA%3D%3DA
2024-10-02 - FP - Retirement Newsletter
- How owning an error can lead to career growth
https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4j22%2BfT4i9Nu5bXScc6KXYaPsGVSMq3wEAOKQbEEh%2Bva8zZ%2BytjXxb8g%3D%3DA
2024-10-09 - FP - Retirement Newsletter
- New CFP Board ads incite fierce backlash from advisors
https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jfADsQrEsq9fWak2us7Ts0fVBRng7WnYtquIWmPAeJPpOz9kaGm1DBw%3D%3DA
2024-10-16 - FP - Retirement Newsletter
- 'Diet' COLA: Advisors talk to clients about the lowest increase in
years
https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jM7TF4sGzDgzes8VKo2JtsbczOzdpobyYHsDT12nBfQ34MvuGB4uskQ%3D%3DA
2024-10-23 - FP- Retirement Newsletter
- After backlash from advisors, CFP Board updates ads
https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jIJcasxyJj4bibGXKjAlaDkLwZgn0t%2Fpn0%2Fu6Kc0xU7uZBWj3c7J%2BIQ%3D%3DA
2024-10-30 - FP - Retirement Newsletter
- Here are the election outcomes financial advisors are hoping for
https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4j6MG%2Be5Pynj5NeCMIaCb25m4a0m8%2FyLuR6sSY7jVbN40QTKwwkwmDkw%3D%3DA
2024-11-06 - FP -
Retirement Newsletter - This isn't, 'Goodbye,' this is simply, 'See
you later'
https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jHdQEZT%2FykaSoPr0KJ5KKBjmsPjmafQ50Oe6FG%2FvJWC2cLnnVm%2FqVdA%3D%3DA
2024-11-13 - FP - Retirement Newsletter
- The return of Nathan Place ... and Trump
https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jDX%2B7RjrVxQx8reEuajBIa%2B9TWD7dnb9u9Gyrla%2FP4fxfsre9JVDZyw%3D%3DA
(This was written by Nathan Place and
mentions Rob Burgess.)
2025-01-22 - FP - Retirement Newsletter
- Retired … and healthy? Better make sure
https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jCDUGDbQMD1pxb6qDn1w%2BscyYxvLASWrLLHZttRDjiFyCJYzaO6nFng%3D%3DA
(This was written by Brian Wallheimer
and mentions Rob Burgess.)
Wealthtech
Weekly Newsletters
2024-11-07 - FP - Have you checked in on your clients’
mental well-being?
https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jlBn0SW0hicZ%2B9%2FzwuI4m22pWKDPjqNgNEt15G35HS1UBam0LM9D%2FRQ%3D%3DA
(This was written by Rachel Witkowski and mentions Rob
Burgess.)
2024-11-14 - FP - Wealthtech Weekly Newsletter - Back
for the first time
https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jJw%2B%2BSD%2FrZTgPY2CHxvejXMWtZGX2ret%2B%2Bc0KJubySfDge5GjKibkPA%3D%3DA
2024-11-21 - FP - Wealthtech Weekly Newsletter - How
Robinhood's TradePMR acquisition changes the industry
https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jPTN41%2F3jSC2nenaINn9dLDQDdDGGx%2BEt7uy277WgZDd30k0LUSFmRw%3D%3DA
2024-11-28 - FP - Wealthtech Weekly Newsletter - The
triumphant return of “Show Me Your Stack”
https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jgiRkOMp9JkhKAw1h%2FInJpIRVoKSH5zPyt24DzNI3HnNIIXTX3sctZQ%3D%3DA
2024-12-05 - FP - Wealthtech
Weekly Newsletter - Orion’s Natalie Wolfsen talks tech
personalization
https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jIbXXLpush5dddc3SVKUOQ5phS6lZXC4Ih0MXjMYmLoFNwWo15mecqg%3D%3DA
2024-12-12 - FP - Wealthtech
Weekly Newsletter - The social media strategies that work for
advisors
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2024-12-19 - FP - Wealthtech
Weekly Newsletter - In AI we trust(ish)
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2024-12-26 - FP - Wealthtech
Weekly Newsletter - Wealthtech predictions for 2025
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2025-01-02 - FP - Wealthtech
Weekly Newsletter - Advisors, clients want to know where the gold is
at in 2025
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2025-01-09 - FP - Wealthtech
Weekly Newsletter - A chef's search for tech mise en place
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2025-01-16 - FP - Wealthtech
Weekly Newsletter - A long-run view of advisor tech choices
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2025-01-23 - FP - Wealthtech
Weekly Newsletter - The 10 best- and worst-performing ETFs of 2024
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