The Close Relationship Between Financial Planning and Estate Planning
Wealth Management
AUGUST 12, 2024
Estate planning and financial planning are two peas in a pod that are becoming inextricably tied.
Financial Planning Planning Wealth Management 
Moneytree Unveils New Version of Financial Planning Software
Wealth Management
SEPTEMBER 16, 2024
Moneytree’s financial planning tool features a new architecture, workflows and account aggregation capabilities.
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Book of Secrets on the Month-End Close
What Your Financial Statements Are Telling You—And How to Listen!
Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments
Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management
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Eight Colleges with the Best Financial Planning Programs
Wealth Management
OCTOBER 28, 2024
Based on the results of the FPA Financial Planning Challenge, these eight colleges unlock the most value for students training to be financial planners.
#FASuccess Ep 425: Implementing A Financial Planning Quality Control System To Improve Both Client Outcomes And Referrals, With Sebastian Guerra
Nerd's Eye View
FEBRUARY 18, 2025
Sebastian is the President of Guerra Wealth Advisors, a hybrid advisory firm based in Miami, Florida, with nearly $15M of revenue and almost 60 team members, supporting over 1,700 client households.
Tepp Wealth Management: Approaching The Tech Stack From A Tax-Smart Perspective
Wealth Management
JUNE 21, 2024
David Tepp, founder and CEO of Tepp Wealth Management, discusses how he uses his CPA background to center financial planning for clients of his $130 million AUM firm.
Are You Smarter Than a College Financial Planning Student?
Wealth Management
JUNE 29, 2023
This quiz is based on actual questions from The Financial Planning Challenge.
Can You Pass the Financial Planning Challenge?
Wealth Management
FEBRUARY 8, 2024
Test your skills against those of student teams in questions from the Financial Planning Challenge.
Financial Literacy Advocate Brings First Fraternity to Financial Planning
Wealth Management
JUNE 1, 2023
Mac Gardner, founder of FinLit Tech, is working to expand the co-ed MNY Fraternity to universities across the country, with the hope of bringing more diverse talent to the financial planning profession.
Pete Dorsey Launches Client-Facing Financial Planning App
Wealth Management
APRIL 9, 2025
The former TDAI and Altruist executive has been in stealth mode building Wing, a digital financial planning app meant to help next-gen clients build personalized, goals-based plans, and advisors capture money in motion.
Former TDAI Exec Kate Healy to Lead CFP Board Center for Financial Planning
Wealth Management
AUGUST 3, 2022
Healy, who was laid off from TD Ameritrade during its integration with Schwab, has volunteered with the Center for Financial Planning for several years. Now she'll lead it.
Wealth Management EDGE Podcast: Retirement, Annuities and Regulation Unveiled
Wealth Management
OCTOBER 5, 2023
Protecting the average retiree in a confusing landscape of investment planning vs. financial planning.
From Introverted Beginnings to a Promising Future in Financial Planning
Wealth Management
OCTOBER 18, 2023
Kevin Clark was apprehensive about entering the financial planning industry, particularly because of his introverted nature.
Financial Planning for Families With Disabilities
Wealth Management
MARCH 1, 2024
live with a disability; intergenerational planning for this population is critical. Sixty-one million people in the U.S.
Adjusted for Risk: Trends in SMB Space Present Opportunities for Wealth Managers
Wealth Management
JULY 15, 2024
InterVal's Trevor Greenway explains how advisors can solve the challenge of determining the value of small- and medium-sized business when creating a financial plan for owners.
Blake Pinyan on Personal Drive, Technology and the Future of Financial Planning
Wealth Management
OCTOBER 18, 2023
Blake Pinyan, CFP and FPA National NextGen Co-Chair, shares his journey in the financial planning industry.
College Financial Planning Programs Ranked
Wealth Management
OCTOBER 28, 2024
The value of education is increasingly scrutinized.
The Wealth Management Firm of the Future: The Psychology of Managing Family Wealth with Richard Joyner
Wealth Management
NOVEMBER 3, 2022
The president of Tolleson Wealth Management discusses working with clients to build a financial plan based on a combination of psychology, one-on-one support and high-touch client service.
Bridging the Gap: Insurance and Wealth Management
Wealth Management
NOVEMBER 14, 2024
Morgan Christiansen, VP of Distribution at The Pinnacle Group, explores the evolving role of insurance in financial planning at Nitrogen's 2024 Fearless Investing Summit.
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Focused on the Future: Jimmy Lee on How AI and ESG Will Impact Financial Planning
Wealth Management
NOVEMBER 15, 2023
Wealth Consulting Group founder and CEO Jimmy Lee discusses the ESG debate, use cases for AI in financial planning and more.
The Future of Financial Planning: Insights from the Next Generation
Wealth Management
NOVEMBER 15, 2024
With nearly 40% of advisors set to retire in the next decade, the future of financial planning lies in the hands of passionate newcomers. Discover why these young professionals are eager to transform the industry.
Celebrity Estates: Freddie Mercury and Financial Planning With An LGBTQ+ Mindset
Wealth Management
AUGUST 22, 2022
A conversation on LGBTQ+ financial planning and creating a healthy environment for clients as a trusted advisor.
Holistic Financial Planning Unveiled
Wealth Management
APRIL 8, 2024
Learn how to compete for the entire client relationship.
Focused on the Future: Longevity Risk and the Role of Psychology in Financial Planning with Vanessa Martinez
Wealth Management
SEPTEMBER 25, 2024
Expressive Wealth's Vanessa Martinez details how her journey shaped her commitment to empowering clients through education and comprehensive wealth management.
How to Build a Comprehensive Financial Plan that Protects Assets and Grows Wealth
Wealth Management
AUGUST 7, 2024
Including permanent life insurance can help prevent blind spots in retirement planning and enable clients to live longer.
Edward Jones Launches Proprietary SMA, Financial Planning Services
Wealth Management
OCTOBER 1, 2024
The new programs are part of an effort to attract more high-net-worth clients with broader offerings.
Adviser links: loving clients’ problems
Abnormal Returns
DECEMBER 2, 2024
(podcasts.apple.com) Michael Kitces talks with Kevin Leahy, CEO of Connecticut Wealth Management, about building an effective internal adviser training program. kitces.com) Thomas Kopelman and Jacob Turner talk with Daniel Crosby author of "The Soul of Wealth." kitces.com) 11 reasons prospects reach out to a financial planner.
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Adviser links: exciting plans
Abnormal Returns
SEPTEMBER 18, 2023
(citywire.com) Creative Planning is getting creative to retain former United Capital advisers. riabiz.com) RWM A lot of changes have happened in ten years at Ritholtz Wealth Management. theirrelevantinvestor.com) Taxes Why clients need to start planning now for the coming dip in the estate tax exemption.
Planning 264
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What Is the FPA Financial Planning Challenge?
Wealth Management
FEBRUARY 8, 2024
Inside the college competition that gives students a taste of the challenges advisors face.
Adviser links: serving Boomers
Abnormal Returns
OCTOBER 28, 2024
(advisorperspectives.com) Advisers A plan for onboarding client service associates. advisorperspectives.com) Financial planning CAN change lives. kitces.com) Tax-loss harvesting is going long-short. bloomberg.com) How should consumers think about the cost of an adviser? kitces.com) How long-term care insurance went away.
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Is Financial Planning for All a Pipe Dream?
Wealth Management
APRIL 15, 2024
Does the 401(k) and workplace platform offer unique opportunities?
Financial Planning Association Head Patrick Mahoney Dies at 62
Wealth Management
FEBRUARY 4, 2025
The association is mourning former CEO Mahoney, who passed away Saturday, while implementing a planned search process for his successor.
NCAA Athlete Compensation: Supporting College Athletes with Financial Planning
Wealth Management
SEPTEMBER 22, 2023
With NIL deals becoming more and more prevalent, student-athletes need trusted guidance on what the opportunities are and ultimately what to do based on their unique situations.
Adjusted for Risk: The Business Case for Pro Bono Financial Planning
Wealth Management
FEBRUARY 20, 2025
How advisors and clients alike can benefit from pro bono planning.
Wealth Management Firms Should Buck the M&A Trend and Grow Organically
Wealth Management
MARCH 22, 2024
I’ve always said that the investment advisory/financial planning profession is built on relationships and legacy. Failing to invest in your firm’s relationships with its employees as part of that strategy is a surefire way to fail.
Making a Difference Through Pro Bono Financial Planning
Wealth Management
OCTOBER 19, 2023
The Foundation for Financial Planning and the College for Financial Planning presented their Pro Bono Volunteer Training at the virtual eMoney Summit.
Wealth Tech Startup for Doctors Raises $200 Million, Eyes M&A
Wealth Management
JULY 11, 2024
Earned Wealth, founded in 2021, offers medical professionals advice on financial planning, tax planning, wealth management and investing on one interconnected platform.
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Carl Richards on Rethinking How Advisors Talk About Financial Planning
Wealth Management
OCTOBER 27, 2022
Carl Richards, chief brand officer at Elements, explains how thinking differently about planning can enable advisors to serve more of the population.
How to Best Integrate Tax Planning Into Your Financial Planning Process
Wealth Management
OCTOBER 15, 2024
Thursday, November 14, 2024 | 2:00 PM ET
Tax Planning 264
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How Climate Change Is Impacting Financial Planning
Wealth Management
DECEMBER 16, 2022
Advisors find global warming is affecting clients’ home insurance and property costs.
Domain Money Launches Subscription-Based Financial Planning
Wealth Management
APRIL 8, 2025
Domain Money introduces three-tier annual membership model, offering ongoing financial guidance beyond one-time plans. Tiers cater to various needs, from essential to comprehensive support.
Wealth Management EDGE Podcast: Dakota’s Rhys Williams on What's Inside the Mind of NextGen Clients
Wealth Management
AUGUST 3, 2023
Rhys Williams discusses the increasing importance of holistic financial planning and how advisors are adapting to meet the unique needs of different generations.
Revolutionizing Advanced Planning: How FP Alpha Automates Estate, Tax, and Insurance Planning
Wealth Management
FEBRUARY 14, 2024
FP Alpha is transforming financial planning with AI-driven automation and scenario modeling, making advanced planning accessible and efficient for advisors and their clients.
Planning 267
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Focused on the Future: Building Community Through Planning with Sibyl Slade
Wealth Management
AUGUST 28, 2024
IntegriVest's founder shares her path to innovation and client-centric financial planning.
Planning 278
278 
The Importance of Digital Financial Planning Experiences
Wealth Management
MAY 17, 2023
Envestnet's Rose Palazzo details how the company helps advisors develop deeper client relationships.
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