February 24, 2024

It’s that time of year again. Please take 10-15 minutes to take Financial Planning’s annual Tech Survey and answer its questions related to technology trends in wealth management.
Your input will be analyzed and results published in May in our magazine and online at financial-planning.com. Your information is reported in aggregate only and is used strictly for market research purposes. Your responses will never be linked to you individually or to your company.
Last year, results were used in the reporting of The tech investment squeeze, a look at the disparities between tech spending between large and small firms and the potential implications.
Click here to take the survey.
American seniors lose much of their income to medical expenses. A new law aims to change that.
For a century, Americans were retiring younger and younger. Then, in the 1990s, the average retirement age started to shoot back up. What happened?
An obscure retirement and estate planning technique holds added benefits amid tighter rules on inherited IRAs.
Plus, Orion Partners with Apex and SigFig expands its executive leadership team
The merger of a pair of industry powerhouses isn’t set to complete until 2023. But the veteran Schwab exec gives a preview of what’s on the way.
Young investors are increasingly turning to TikTokkers and YouTubers for stock tips, often with bad results. Here’s how advisors can steer them away.
Plus, the best robos for first-timers, low cost and complex planning.
Alpine Securities has added to its long docket of run-ins with regulators over the last several years, alleging the SEC is piling on.
Commissioner Rettig is promising not to use the nearly $80 billion his agency will be receiving to increase audits of small businesses or taxpayers who earn less than $400,000.
Marketing can lift advisory businesses to new heights by helping financial advisors identify their value proposition, make an inclusive appeal and use new digital tools.


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