Business Details
Your Trusted Partner for Financial Advising Solutions
Financial Planning empowers financial advisors and wealth managers with essential analysis and insights into the ideas shaping their businesses. Through authoritative journalism, events, research, and benchmarking, we help firms navigate critical opportunities in practice management, wealth technology, investment strategies, tax, and regulatory requirements. With a wealth management community of over 600,000 professionals, we deliver unique content daily that connects leaders in person, in print, and online. Our mission is to advance the financial planning industry by providing actionable insights, fostering professional development, and facilitating connections among industry leaders. Founded with a commitment to excellence, we combine deep industry expertise with a data-driven platform to deliver subscription services, marketing solutions, live events, and access to exclusive resources.Our team of seasoned journalists and industry experts ensures that our content remains relevant, accurate, and valuable to financial professionals worldwide. We prioritize transparency, ethical standards, and client-centric approaches, ensuring our audience receives reliable information to make informed decisions. By anticipating trends and addressing challenges, we position ourselves as a trusted partner for financial advisors seeking to grow their practices and stay ahead of industry changes. Our dedication to continuous innovation ensures that we remain at the forefront of financial planning education and resources.
Services
Wealth Management
Retirement Planning
ESG Strategies
Tax Planning
Investment Research
Regulatory Compliance
Professional Development
RIA Leadership Insights
Fintech Innovation
Client Relationship Management
Highlights and features
- Authoritative insights into wealth management trends and regulatory changes
- Access to a community of 600K+ financial professionals
- Comprehensive research reports on AI, direct indexing, and wealthtech
- Continuing education credits for CFP Board and Investments & Wealth Institute
- Exclusive events connecting industry leaders and innovators
Services
Wealth Management
Wealth management services focus on comprehensive strategies for high-net-worth individuals and institutions. Our solutions cover portfolio optimization, risk management, and intergenerational wealth transfer. Advisors gain access to cutting-edge research on market trends, tax-efficient strategies, and client engagement techniques to enhance long-term financial outcomes.
Retirement Planning
Retirement planning services address evolving pension structures and client needs. We provide analysis on hybrid pension designs, variable contributions, and COLA adjustments. Our resources help advisors develop personalized strategies for clients navigating complex retirement landscapes amid shifting risk responsibilities.
ESG Strategies
ESG strategies focus on environmental, social, and governance factors in investment decisions. Our coverage examines sustainable fund performance, regulatory challenges, and client communication tactics. Advisors receive tools to navigate ESG's cultural and financial complexities while aligning portfolios with client values.
Regulatory Compliance
Regulatory compliance services address evolving industry standards and risk mitigation. We analyze FINRA guidelines, fiduciary duties, and cybersecurity requirements. Our resources help firms implement compliance frameworks that balance business growth with client protection and ethical obligations.
Professional Development
Professional development services support advisors' career advancement through training programs, networking opportunities, and industry recognition. Our platforms include leadership awards, mentorship initiatives, and continuing education credits to enhance skills and industry standing.
People
Brian Wallheimer
Editor-in-Chief
Brian Wallheimer leads editorial strategy for Financial Planning, overseeing content development and industry coverage. With decades of experience in financial journalism, he focuses on delivering actionable insights to wealth management professionals through innovative storytelling and data-driven analysis.
Tobias Salinger
Chief Correspondent
Tobias Salinger covers wealth management trends and industry developments for Financial Planning. His reporting emphasizes regulatory changes, business strategies, and technological innovations impacting financial advisors across independent and wirehouse platforms.
Dan Shaw
Reporter
Dan Shaw specializes in broker-dealer dynamics and advisor compensation trends. His work explores practice management challenges, growth strategies, and industry consolidation while highlighting emerging opportunities for financial professionals.
Rob Burgess
Reporter
Rob Burgess focuses on fintech integration and advisor technology adoption. He analyzes artificial intelligence applications, cybersecurity challenges, and digital transformation strategies shaping the future of wealth management services.
Elijah Nicholson-Messmer
Reporter
Elijah Nicholson-Messmer covers retirement planning innovations and pension system evolution. His reporting examines risk transfer mechanisms, safe harbor IRAs, and strategies for optimizing client outcomes in changing economic environments.
Questions
What financial planning resources do you offer for advisors?
We provide research reports on wealthtech, investment strategies, and regulatory compliance, along with continuing education credits and industry events.
How can advisors access your continuing education programs?
Subscribers earn up to 12 CE credits monthly from CFP Board and Investments & Wealth Institute through our online article quizzes.
What ESG-related content do you provide?
Our ESG coverage includes sustainable fund analysis, regulatory updates, and client communication strategies for financial advisors navigating sustainable investing trends.
How do you support advisor professional development?
We offer leadership awards, career advancement resources, and networking opportunities through events and our Top 40 Under 40 recognition programs.
What retirement planning insights do you share?
We analyze pension risk transfers, COLA adjustments, and safe harbor IRA challenges while providing strategies for optimizing client retirement outcomes.
How do you address fintech integration for advisors?
Our technology coverage examines AI applications, cybersecurity best practices, and digital transformation strategies to help advisors enhance client services.
