Showing posts from 2023

10 stories about DEI in wealth management in 2023

The wealth management industry continues efforts to confront long- standing diversity issues. But those putting in the work know there is a long way to go. By Anand Gupta https://www.fina…

Insiders make their 2024 wealthtech predictions

As wealth managers prepare for the new year, here are the kinds of solutions that are poised to run the table over the next 12 months. By Anand Gupta https://www.financial-planning.com/li…

10 retirement concerns that will shape 2024

Issues like Medicare increases and student loan relief will impact employees' ability to plan for their financial future. By Anand Gupta https://www.financial-planning.com/list/10-ret…

5 ways retirement changed in 2023

The year saw both progress and problems, from glitches in the Inflation Reduction Act to a controversial new rule for advisors. By Anand Gupta https://www.financial-planning.com/list/medi…

The best estate planning stories of 2023

From planning for caregiving to helping artists and couples, these five Financial Planning stories from 2023 show how advisors can add value in estate planning. By Anand Gupta https://www…

The rise of women in financial planning: How it's going

Though more women are entering the industry, gender bias and other historical barriers remain. By Anand Gupta https://www.financial-planning.com/opinion/the-rise-of-women-in-financial-pla…

The top 20 real estate funds of the decade

The real estate sector has been rocky in recent years. But for those investors willing to ride out the ups and downs, these 20 funds have paid off. By Anand Gupta https://www.financial-pl…

How a mentoring program fuels PNC's wealth ambitions

The sixth-largest U.S. bank has big plans to grow its private bank by developing young talent, as it prepares to target many of the hottest markets for young wealth. By Anand Gupta https:…

For Gen X, reality bites when it comes to retirement

Gen X workers have the biggest gap between their savings and what they think they need to save for retirement than any other generation in the workforce. By Anand Gupta https://www.financ…

The 20 most financially savvy states

The top state in the ranking received a total score for financial literacy of 69.06 out of 100. By Anand Gupta https://www.financial-planning.com/list/20-states-with-the-highest-degree-of…

5 highlights from the year in enforcement

Electronic messaging, Reg BI, crypto and fraud all appeared at the top of regulators' agenda this past year. By Anand Gupta https://www.financial-planning.com/list/5-big-enforcement-t…

Mileage rates rise for 2024

The new deduction rates apply to electric and hybrid vehicles, as well. By Anand Gupta https://www.financial-planning.com/news/irs-ups-mileage-rates-for-2024?utm_source=dlvr.it&utm_me…

The most in-depth stories in Financial Planning in 2023

From top brokers and broker pay to succession planning, advising for Medicare, ChatGPT and our coverage of the independent space, these are the biggest stories FP published in the last year…

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