Financial Planning

Where OBBBA delivers the biggest tax cuts New Tax Foundation research reveals which households and regions gain most from President Donald Trump's One Big Beautiful Bill Act.

President Trump’s OBBBA tax cuts vary widely by state and income. New Tax Foundation research shows how the impact could play out in coming years. #tax #OBBBA #financialadvisors

Inside the programs reshaping financial planning's talent pipeline The growth of CFP Board-registered programs, from certificates to doctoral programs, reflects the industry's shift away from commission-based models.

Can the wealth management industry move past its patchwork of titles and credentials? A growing number of academic programs working to formalize the profession think so. #CFP #financialadvisors #wealthmanagement

Investing in the family franchise: Junior Bridgeman's legendary lessons A solid sixth man for the Milwaukee Bucks built his family's wealth after his playing days. Here's what financial advisors and investors can learn from his example.

Former NBA player Junior Bridgeman built a fortune after his @themilwaukeebucks.bsky.social basketball career. 🏀 His now-legendary investments reflect the same drive he displayed on the court to always find an edge on the competition, his daughter said. 🏦 #investing #money #BlackHistoryMonth

How 3 top-producing advisors made youth an asset Nick Francia of UBS, Matthew Gallo of Merrill and Ryan Bass of Raymnd James all once felt their youth to be a perceived liability. Now, in an industry with an imminent retirement wave, they see it as ...

Youth can be seen as a disadvantage in wealth management. Here’s how brokers from UBS, Merrill Lynch and Raymond James turned it into an advantage. #FinancialPlanning #Top40 #brokers

Financial Planning | News & Insights for Financial Advisors | Financial Planning Financial Planning offers news and analysis for financial advisors and wealth managers, helping them navigate industry trends and grow their practices.

We don't offer investment advice, but you can check out our reporting at www.financial-planning.com

These are the top 40 brokers under 40 in 2026 Financial Planning announces its 2026 class of the top 40 most productive employee wealth management brokers under the age of 40.

📣 Join us in congratulating the 2026 Top 40 Brokers Under 40, featuring advisors from Merrill, Morgan Stanley, JPMorgan, Raymond James, UBS and Janney Montgomery Scott. ✨ See who made the cut: #financialplanning #brokers #financialadvisors

📣 Calling all financial advisors: Have questions for your peers about client or practice management? We want to hear from you in our Ask an Advisor series. Email queries to reporter robert.burgess@arizent.com or post in comments below. @robaburg.bsky.social #RIAs #financialadvisors #wealth

FP's January 2026 CE quiz now live for financial advisors Advisors can maintain professional certifications while keeping up to date on important issues in tax planning, compliance and more.

Start the year right by sharpening your skills with Financial Planning’s January continuing education quiz — and earn one hour of CE credit toward maintaining professional certification with the CFP Board and the Investments & Wealth Institute:
#financialplanning #continuingeducation #cfp #quiz

2026 expert predictions: What's next for wealth management From AI advancements to greater access to private markets to the forces shaping retirement, six experts share their hot takes on what's just over the horizon in wealth management.

What lies ahead for wealth management? Here’s what six experts predict for RIAs, tax strategy, AI, private markets, wirehouses and the concept of retirement itself. #wealth

J.P. Morgan finds critical flaw in fixed retirement withdrawal strategies Popular retirement withdrawal strategies like the 4% rule assume a steady rate of spending for retirees. But new research from J.P. Morgan shows that premise is often disconnected from reality.

Retirement planning isn’t as simple as following a fixed withdrawal formula. J.P. Morgan research shows retirees experience big swings in spending early on, while later years tend to see a slow decline. Advisors say clients need flexible, customized withdrawal strategies.

Americans are paying off debt at any cost. Advisors say that's a problem Middle-class Americans say paying off debt is their top financial priority. Financial advisors say a fixation on paying down debt can hurt in the long run.

Paying off debt too aggressively can, ironically, create the next wave of debt. Our founder spoke with @financialplanning.bsky.social about how debt has quietly become a constant part of the financial landscape.
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'Stealth' tax is back: An advisor primer on the alternative minimum tax Starting next year, more households will need to calculate or pay the AMT. The rules are complicated. Here's how financial advisors can prepare themselves — and clients — for the changes.

Here's how to understand the tricky alternative minimum tax:

As gold smashes records, more advisors adjust allocations As geopolitical and other uncertainty remains, gold is seen as a useful hedge. But experts warn gold's rise won't last forever.

Gold keeps going up. But you know what they say...💰 See how advisors are reacting to the precious metal's climbing price.

Returns on comic books rarely go up, up and away Issues that feature a character's first appearance or death — or even a popular artist or writer's first publication — can command high prices. But a volatile short-term investment market and meticulo...

What's your comic book collection worth? Some investors have seen seven figures for a single edition. 🦹🦸‍♂️🤑 See the latest from @robaburg.bsky.social:

To wealth advisors, financial planners and everyone else: Happy World Financial Planning Day!! 😊💵🎉🪅

Tax break for high earners over 50 to disappear in 2026 Starting in 2026, high earners over the age of 50 must make 401(k) catch-ups after-tax. Savers may not be celebrating, but advisors say the shift will benefit them over the long term.

High earners aged 50 and up should consider 401(k) catch-up contributions while they're still an option:

The $80T Question: TradFi, Gen Z and the Pursuit of a Digital-Asset Wealth Strategy Nancy Beaton, President of Uphold U.S. and CRO/CMO of Uphold Ambre Soubiran, CEO, Kaiko Raghav Chopra, Managing Partner, Tephra Digital Moderator: Holly Sraeel

With $80 trillion in generational wealth at stake, tradfi providers should be making moves to understand exactly what millennial and Generation Z clients want. Join us Oct. 7 at 2pm ET for a session featuring expert insight on how to capture these clients. #wealthmanagement #wealthtransfer #leaders

I'm excited to announce I’ll be speaking at @financialplanning.bsky.social's ADVISE AI, set for Oct. 28–29 at the Wynn Las Vegas! Will I see you there?

Passion in the portfolio: Luxury collectibles as alternative assets Wine, whiskey, cars, handbags, guitars and watches are loved by many clients. And they may be worth serious money, too.

A $22K bottle of Burgundy. 🍷A $10 million handbag. 👜A $6 million guitar. 🎸 Can you really build wealth with collectibles? Here’s what to know from @robaburg.bsky.social. 💰

An advisor's guide to the government shutdown A government shutdown disrupts federal agencies and markets. Here's what advisors need to know to guide clients through the uncertainty.

From potential disruption to benefits and reduced enforcement actions, here's what financial advisors should know about the government #shutdown:

FP's September CE quiz is now live for financial advisors Take Financial Planning's latest self-study continuing education quiz for an hour of credit toward maintaining professional certifications.

📣 Calling all financial advisors! 📝 Our latest continuing education quiz is ready for you to ace it (and earn CE credit):

The hurdle dampening FIRE clients' plans Even with the money to retire early, FIRE clients often face unexpected challenges. Advisors say mindset — more than finances — is often the real hurdle.

There's an unexpected stumbling block to many FIRE ("financial independence, retire early") finish lines: 🧠🤔

With $7.7T in money markets, advisors confront client cash hoarding Even as interest rates fall, investors keep piling into money market funds. Advisors think many could be putting their money to better uses.

How to avoid the "cash trap" with interest rates dropping:

How one small tweak can boost advisor search visibility AI-powered search results have changed how SEO works. Simple tweaks can help financial advisors and their firms show up much more frequently in no-click search results, experts say.

This one simple trick really will help your firm's search results. 💻👀💰 Get clicky with it and check out FP's latest by @robaburg.bsky.social

Northwestern Mutual $23M tax suit reflects changes in meal write-offs The new tax law won't completely eliminate the complicated tax incentives for food on the job, but experts suggest businesses may change up their menus.

Tax law changes could take a bite out of business meal write-offs: 🍽️ 🫰🏦

Taylor and Travis may need some tax advice The music superstar and Kansas City Chiefs football player together would have a vast fortune and are likely to need expert tax and financial planning advice.

Champagne problems...? 🥂💰💍

Lawmakers advance tax legislation for billionaires, IRS, Tax Court Senate and House Democrats proposed a bill to ensure billionaires pay a "fair share" of taxes, without actually raising their tax rate under current law, while Republicans advanced legislation pertain...

Taxing the very rich:

NASAA's new REIT rules and what financial advisors need to know The latest revision to state regulators' guidelines for non-traded real estate investment trusts could change who can invest and how advisors can recommend the products to clients.

It’s the first revision to NASAA’s non-traded REIT guidelines since 2007: 🏡💰

Strong social media policies shield wealth firms from potential fallout After right-wing activist Charlie Kirk was killed, some workers found out the hard way that personal social posts had professional consequences. Experts say the time for firms to strengthen policies i...

The past week has given employers and employees alike a stark reminder that online speech can have professional consequences. By @robaburg.bsky.social

Market highs can scare clients into exits; here's how to calm their fears As the Fed nears a potential rate cut, bearish sentiment is rising. Here's how to keep pessimistic clients from exiting the market.

Soaring markets can push some investors to untimely exits, but advisors can help: