Financial Planning Homepage | Financial Planning
WEBFinancial Planning is a source of news and analysis for financial advisors, covering topics such as politics, technology, retirement, diversity and more. Find out the latest trends, challenges and ...
FP Magazine - Financial Planning
WEBFinancial Planning Magazine covers the latest trends and issues in wealth management, financial planning and investment advice. Find articles, rankings, surveys and more on topics such as ESG ...
Meet the CRPC, a major retirement planning credential
WEBOct 19, 2023 · CRPC is a certification for advisors who want to help clients with their personal financial planning needs around retirement. Learn about the curriculum, benefits, cost and how to get the CRPC ...
How AI is transforming wealth management | Financial Planning
WEBNov 8, 2023 · Wealth management Practice and client management Artificial intelligence Fintech. Leveraging OpenAI technology to communicate quickly and effectively with clients and utilizing an AI-powered ...
J.D. Power announces 2021 best financial advisor firms - Financial …
WEBApr 15, 2021 · Edward Jones tops the list of 19 wealth managers in 2021, while Prudential, Advisor Group and Merrill Lynch fall to the bottom. Raymond James drops from No. 4 to No. 15, while Fisher Investments ...
IBD Elite 2023: The 15 largest independent brokerages - Financial …
WEBSep 12, 2023 · See the rankings of the 15 largest independent brokerages in wealth management by their 2022 revenue, as reported by the firms themselves. Learn how they grew their businesses despite the ...
J.D. Power announces 2022 best financial advisor firms - Financial …
WEBApr 14, 2022 · LPL Financial is one of the 18 firms evaluated by J.D. Power in its annual study of client satisfaction for full-service investors. LPL scored 719 points in 2022, down from 740 in 2021, and ranked ...
IBD Elite 2021: Independent broker-dealer data - Financial Planning
WEBAug 23, 2021 · View the annual ranking and metrics of 46 firms that generated more than $30 billion in revenue in 2020. Use the interactive tool to compare payouts, advisor headcounts, client assets and more.
Financial advisor vs. planner: what's the difference?
WEBAug 27, 2021 · Over time, the financial services industry has blurred the line between the terms financial “advisor” and “planner,” often at the expense of the client's experience. Lily Wolfson. Summer ...
Common HSA mistakes cost savers | Financial Planning
WEBAugust 12, 2024, 2:07 p.m. EDT 3 Min Read. Clients eager to use the benefits of health savings accounts must steer clear of all-too-common mistakes that could bring large tax payments or big ...