Financial Planning

The latest news, trends and analysis to help financial advisors provide clients with successful strategies to build their wealth and financial futures.

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UHNW Client Services
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Top Financial Planning Stories

Legislation

7 Tax Developments to Watch For

By John Manganaro
UHNW Client Services

81% of Wealth Inheritors Say They'll Fire Their Parents' Advisor

College Planning

How 'Trump Accounts' for Children Would Work

Trending Stories

Webcasts

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How Leading Firms Are Deploying AI Without Compliance Risk

 Sponsored by Smarsh Watch Now

Customization at Scale: Using Direct Indexing to Maximize Tax Benefits and Client Value

 Sponsored by Orion Watch Now

Inside Cetera’s New Service Model: A Conversation with President Todd Mackay

 Cetera Wealth Management Watch Now

Podcasts

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Understanding the Retirement Revolution

 ThinkAdvisor, sponsored by Jackson National Life Insurance Company Listen Now

It’s Time to Talk Taxes With Sophia Duffy

 ThinkAdvisor, sponsored by Jackson National Life Insurance Company Listen Now

Busting Retirement Income Myths With Michael Finke

 ThinkAdvisor, sponsored by Jackson National Life Insurance Company Listen Now

Tax Planning

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Debate: Is Permanent 100% Bonus Depreciation in Trump Tax Law a Good Thing?
Debate: Is Permanent 100% Bonus Depreciation in Trump Tax Law a Good Thing?
How Trump’s Tax and Spending Bill Affects Clients, Small Businesses
How Trump’s Tax and Spending Bill Affects Clients, Small Businesses
BlackRock’s Cash-Like ETF Eclipses Infamous Long-Bond Trade
BlackRock’s Cash-Like ETF Eclipses Infamous Long-Bond Trade
Court Fines Annuity Holder for Arguing Income Taxes Are Voluntary
Court Fines Annuity Holder for Arguing Income Taxes Are Voluntary

Trusts & Estates

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When a Client's Child Gets Married, It's Time to Talk
When a Client's Child Gets Married, It's Time to Talk
More Americans Plan to Leave a Bequest; Fewer Expect to Receive One
More Americans Plan to Leave a Bequest; Fewer Expect to Receive One
How Trump’s Tax and Spending Bill Affects Clients, Small Businesses
How Trump’s Tax and Spending Bill Affects Clients, Small Businesses
6 Estate Planning Strategies Sparked by Trump’s Budget and Tax Bill
6 Estate Planning Strategies Sparked by Trump’s Budget and Tax Bill

College Planning

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15 Best Value Private Colleges and Universities: 2025
15 Best Value Private Colleges and Universities: 2025
15 Best Value Public Universities: 2025
15 Best Value Public Universities: 2025
10 Industries College Grads Find Most Promising: 2025
10 Industries College Grads Find Most Promising: 2025
Advisors, Please Stop Spreading This 529 Plan Falsehood: Jeff Levine
Advisors, Please Stop Spreading This 529 Plan Falsehood: Jeff Levine

Charitable Giving

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How to Make the Most of RMDs
How to Make the Most of RMDs
Greater Need, Greater Giving Spell Greater Opportunity for Advisors
Greater Need, Greater Giving Spell Greater Opportunity for Advisors
Ed Slott: IRS Just Made QCD Reporting Easier, but Questions Remain
Ed Slott: IRS Just Made QCD Reporting Easier, but Questions Remain
New Bill Allows Charitable IRA Rollovers to Donor-Advised Funds
New Bill Allows Charitable IRA Rollovers to Donor-Advised Funds

UHNW Client Services

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Private Credit Lures the Ultra-Rich Sitting on $3.1T
Private Credit Lures the Ultra-Rich Sitting on $3.1T
Fintech iCapital Raises $820M
Fintech iCapital Raises $820M
RBC Recruits $1.7B Ex-UBS Team for New Downstate NY Branch
RBC Recruits $1.7B Ex-UBS Team for New Downstate NY Branch
Why These Commonwealth Advisors Are Happily Giving LPL a Chance
Why These Commonwealth Advisors Are Happily Giving LPL a Chance

Behavioral Finance

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Court Rejects Part of Frozen DOL Rollover Rule
Court Rejects Part of Frozen DOL Rollover Rule
When a Client's Child Gets Married, It's Time to Talk
When a Client's Child Gets Married, It's Time to Talk
Why the Number of BDs Could Drop 20% in 5 Years
Why the Number of BDs Could Drop 20% in 5 Years
7 Ways to Answer 'How Much Do You Charge?'
7 Ways to Answer 'How Much Do You Charge?'