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

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Webcasts

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How Leading Firms Are Deploying AI Without Compliance Risk

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

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The Empathy Advantage: How Behavioral Finance is Reshaping Planning Conversations

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Podcasts

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Busting Retirement Income Myths With Michael Finke

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The Entrepreneurial Mindset With Reed Colley

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When Advice Matters the Most With Andrew Crowell

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Tax Planning

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The Biggest Changes in Senate Tax Bill
The Biggest Changes in Senate Tax Bill
What’s New in the Senate Version of Trump’s Tax and Spending Bill
What’s New in the Senate Version of Trump’s Tax and Spending Bill
Senate Deadlocked on SALT
Senate Deadlocked on SALT
Advisors, Please Stop Spreading This 529 Plan Falsehood: Jeff Levine
Advisors, Please Stop Spreading This 529 Plan Falsehood: Jeff Levine

Trusts & Estates

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12 States With the Highest Average Estate Tax Payments
12 States With the Highest Average Estate Tax Payments
Reject an Inheritance? Not Always a Bad Idea
Reject an Inheritance? Not Always a Bad Idea
Symetra and Pacific Life Sued Over Annuity Beneficiary Changes
Symetra and Pacific Life Sued Over Annuity Beneficiary Changes
Commonwealth Is Latest Firm to Tap Wealth.com for Estate Planning
Commonwealth Is Latest Firm to Tap Wealth.com for Estate Planning

College Planning

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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
10 States With the Most International Students
10 States With the Most International Students
Treasury Weighs Rules That May End Colleges’ Tax Status Over Race Policies
Treasury Weighs Rules That May End Colleges’ Tax Status Over Race Policies

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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Osaic Buys $13.5B Boston-Based RIA 
Osaic Buys $13.5B Boston-Based RIA 
JPMorgan to Offer Clients Financing Against Crypto ETFs
JPMorgan to Offer Clients Financing Against Crypto ETFs
Mariner Scores $1.4B Firm Serving Athletes
Mariner Scores $1.4B Firm Serving Athletes
10 States Where the Top 5% Earn the Most
10 States Where the Top 5% Earn the Most

Behavioral Finance

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FPA Debuts Planning ‘Competency Model’
FPA Debuts Planning ‘Competency Model’
Retirement Is a Major Investment. Test It First. 
Retirement Is a Major Investment. Test It First. 
6 Secrets Clients Keep From Advisors
6 Secrets Clients Keep From Advisors
CFP Board Rolls Out AI-Powered Exam Prep Tool
CFP Board Rolls Out AI-Powered Exam Prep Tool