The best books for financial advisors in 2023
From money management classics to a musical memoir, these are the 15 books financial advisors found inspiring, instructive or engaging this year.
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A tax on 'unrealized' income? A test for wealth laws at the Supreme Court
The arguments in Moore v. U.S. carry major potential implications, but these 14 excerpts suggest SCOTUS will deliver a less sweeping decision next year.
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Once-exclusive 'accredited investor' tag on track to apply to half of U.S. households
Without inflation adjustments to income and net worth criteria, the number of people who qualify to put their money into sophisticated and risky investments has skyrocketed.
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From cage matches to callouts: CEO mishaps of 2023
Musk, Zuckerberg, Benioff and Altman couldn't avoid standing in a negative spotlight.
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5 ways to be a better manager in 2024
Leading by example and encouraging authentic connections with employees can set good managers apart.
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Wall Street's seismic shift propels Dallas ahead of Chicago, LA
Dallas saw three of Wall Street's largest banks start on new campuses this year, cementing their bets on one of the fastest growing metros in one of the fastest growing states.
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Slim down that 80-page financial plan — a New Year's resolution for advisors
Financial advisors should start the new year right by modernizing their planning tools to reflect clients' heightened demand for reliable, easily digestible information about their assets.
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The 23 top tax stories of 2023
Here's a list of Financial Planning's most important stories in the past year involving the vexing array of complexities with paying Uncle Sam.
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Ask an advisor: Is buying a home really necessary?
A 25-year-old engineer is already saving and investing for his future. Should he divert some of those funds to cover a down payment?
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How the election will hit markets and 4 other wealth predictions for 2024
Finance gurus see the coming 12 months as a time to dilute concentrations in cash and large firms' stock and consider emerging markets and small caps.
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Labor gets an earful: 25 key moments from retirement advice hearings
The AARP, the Chamber of Commerce, Cetera, Betterment, FPA, CFP Board, NAPFA, FSI and other stakeholders weighed in on the agency's rule proposal.
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IRS updates guidance on EV tax credits
The Internal Revenue Service has updated its frequently asked questions to offer more guidance on what kinds of components can be used in electric vehicles to qualify for tax credits.
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Why RIA custody is ready for another shakeup
The RIA custody landscape isn't what it used to be. And Tony Stich, chief revenue officer at Entrustody, says that is great news for advisors.
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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.
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Grayscale Chair Barry Silbert resigns while SEC mulls bitcoin ETF
Grayscale Investments, the cryptocurrency-trust manager vying for U.S. approval to convert the world's biggest bitcoin trust into an exchange-traded fund, says Silbert has resigned as its chairman. He heads a related company that is the subject of lawsuits by U.S. regulators.
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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.
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You're doing it wrong: Annual portfolio rebalancing isn't enough
Technology helps financial advisors unlock much more value by being able to switch up clients' buckets of investments at any time throughout the year.
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SEC payouts to whistleblowers plummet despite surge in tips
Only 68 tipsters received money in 2023, down from 100 in the previous year.
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The 20 least financially savvy states
The bottom state in the ranking received a total score for financial literacy of 51 out of 100.
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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.
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