financial planning news

About

Financial Planning is a leading U.S.-based digital magazine covering wealth management, financial planning, retirement, investments, taxes, and regulatory updates. Founded in 1971, it has become one of the most trusted sources of financial planning news for financial advisors, RIAs, broker-dealers, wealth managers, and financial institutions. Owned by Arizent, the publication delivers industry news, analysis, research, advisor compensation surveys, practice management insights, continuing education materials, and market surveys. Its editorial coverage includes regulation, investing, client management, AI, retirement planning, taxes, estate planning, wealth technology, and compliance. Financial Planning Details: Attribute Details Parent Company Arizent Primary Focus Wealth management, financial advisory, investing, retirement planning, taxation, and regulatory news Geographic Coverage Primarily the United States with coverage of global wealth management trends Content Categories Wealth Management, Investing, Practice Management, Tax, Retirement Planning, Research, Professional Development Publishing Frequency Daily digital news updates with newsletters and feature articles Research & Surveys Advisor Compensation Survey, Financial Advisor Confidence Outlook (FACO), industry rankings Professional Resources White papers, webinars, research reports, case studies, eBooks, and downloadable guides Events Webinars, virtual conferences, and educational events AI Coverage AI in wealth management, advisor productivity, compliance, and client engagement Subscription Model Free and premium subscription content Compliance Coverage SEC regulations, Department of Labor rules, fiduciary standards, and retirement legislation Technology Coverage Fintech, CRM platforms, robo-advisors, cybersecurity, and AI Notable Publications Advisor Compensation Survey, FACO, RIA rankings, Top Brokers Under 40 Primary Competitors WealthManagement.com, InvestmentNews, ThinkAdvisor, AdvisorHub, Financial Advisor Magazine, RIABiz Best Known For Financial planning news, advisor compensation research, regulatory coverage, and continuing education Key Features of Financial Planning: • Provides timely information on wealth management, investment, retirement, tax, financial regulation, and financial advisory business strategies. • Features its own reports on advisor compensation, advisor confidence, and wealth management market research. • Offers continuing education material for CFP Board certification and Investments & Wealth Institute. • Provides expert advice on advisor recruitment, succession planning, client acquisition, compliance, operations, and business growth. • Ranks the best RIAs, best broker-dealers, advisor compensation surveys, and emerging industry leaders annually. • Conveys industry news via newsletters, webinars, podcasts, research reports, downloadable guides, and industry conferences. Financial Planning News Milestones: Year Key Achievements 1971 The U.S. abolished the gold standard (Nixon Shock), bringing about the age of fiat money and making long-range financial planning essential due to the resulting increase in inflation. 1973 CFP® designation established professional standards for financial planners. 1974 ERISA strengthened retirement plan protections. 1982 IRS introduced the 401(k), increasing demand for retirement advisors. 1990 Index investing gained widespread adoption. 1995 Online investing transformed portfolio management. 1999 Glass-Steagall repeal reshaped financial services. 2008 Global Financial Crisis changed investment and planning strategies. 2010 Dodd-Frank Act strengthened financial regulation. Robo-advisors became widely adopted. 2016 Fiduciary Rule emphasized acting in clients' best interests. 2022-2025 High inflation and interest rates increased focus on diversified investment strategies. Hybrid financial planning combining human expertise and AI became a standard industry model.

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