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.)
Stories
2024-07-10 - FP - 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
2024-07-17 - FP - Advising members of devout religious communities comes with perks and challenges
2024-07-18 - FP - 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
2024-07-22 - FP - 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
2024-07-24 - FP - The rewards financial advisors find working with niche clients
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
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
2024-08-01 - FP - What advisors (and their clients) can learn from celebrity estate debacles
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
2024-08-06 - FP - Proactive comms can keep jittery clients from blowing up inboxes during market turns
2024-08-08 - FP - A proactive approach to long-term care planning can pay off for clients
Reprinted in Employee Benefit News:
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
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
Reprinted in Employee Benefit News:
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
2024-08-19 - FP - Harris vs. Trump - What financial advisors are watching in their economic proposals
2024-08-22 - FP - How financial advisors can assist clients in successfully navigating career changes
Reprinted in Employee Benefit News:
2024-08-27 - FP - 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
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
2024-09-10 - FP - How financial advisors are using AI — and what their clients think about it
2024-09-11 - FP - 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
2024-09-16 - FP - 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
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
Re-printed in Employee Benefit News:
2024-09-27 - FP - 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
Re-printed in Employee Benefit News:
2024-10-03 - FP - 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
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
Re-printed in Employee Benefit News:
2024-10-15 - FP - Training advisors wish they had when they entered the profession
2024-10-17 - FP - How financial advisors want the Social Security shortfall handled
2024-10-18 - FP - Many advisors still wary nearly 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
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
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
2024-11-07 - FP - 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
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
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
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
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
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
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
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
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
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
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
2024-07-30 - FP - 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
2024-08-23 - FP - 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?
2024-09-30 – FP - 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
2024-10-28 - FP - 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
Mentions
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
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
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
2024-07-24 - FP - Retirement Newsletter- Go ahead, talk politics with clients
2024-07-31 - FP - Retirement Newsletter - Do you have questions for your fellow advisors?
2024-08-07 - FP - Retirement Newsletter - What can celebrity estate debacles teach the rest of us?
2024-08-14 - FP - Retirement Newsletter - Do you have a candidate for our “The Ladder” series?
2024-08-21 - FP - Retirement Newsletter - Social Security COLA? Interest rates? Presidential economic plans? Let's explore.
2024-08-28 - FP - Retirement Newsletter - Eric Franklin's journey from the tech world to financial planning
2024-09-04 - FP - Retirement Newsletter - How advisors can protect older clients from financial scams
2024-09-11 - FP - Retirement Newsletter - Peter Krull on aligning investments with values: The Ladder
2024-09-18 - FP - Retirement Newsletter - This auto-IRA retirement bill has hope
2024-09-25 - FP - Retirement Newsletter - As Fed announces half-point rate drop, advisors change investment strategies
2024-10-02 - FP - Retirement Newsletter - How owning an error can lead to career growth
2024-10-09 - FP - Retirement Newsletter - New CFP Board ads incite fierce backlash from advisors
2024-10-16 - FP - Retirement Newsletter - 'Diet' COLA: Advisors talk to clients about the lowest increase in years
2024-10-23 - FP- Retirement Newsletter - After backlash from advisors, CFP Board updates ads
2024-10-30 - FP - Retirement Newsletter - Here are the election outcomes financial advisors are hoping for
2024-11-06 - FP - Retirement Newsletter - This isn't, 'Goodbye,' this is simply, 'See you later'
2024-11-13 - FP - Retirement Newsletter - The return of Nathan Place ... and Trump
(This was written by Nathan Place and mentions Rob Burgess.)
Wealthtech Weekly Newsletters
Each Thursday starting in to November 2024, I have been writing and sending our “Wealthtech Weekly” newsletter, which features my stories from the previous week, highlights areas of interest and provides an outlet for readers who want to connect further.
2024-11-07 - FP - Have you checked in on your clients’ mental well-being?
(This was written by Rachel Witkowski and mentions Rob Burgess.)
2024-11-14 - FP - Wealthtech Weekly Newsletter - Back for the first time
No comments:
Post a Comment