Disaster preparedness lessons for financial advisors
Intense Life Desires For Ajay Vadukul and his clients, the Palisades Fire in Southern California was more than...
Financial
Vanguard studies financial advisor peace of mind
The phrase “peace of mind” has appeared in so many commercials its meaning may be...
Want a long-term equity market return forecast? Just think of a number between six and seven – Financial Times
Want a long-term equity market return forecast? Just think of a number between six and...
The 10 books financial advisors loved in 2025
Encountering a great idea can change the way financial advisors work, think and grow. Often,...
Most read Financial Planning stories of 2025
Certainly, 2025 was an eventful year. Processing Content The OBBBA became law, changing the tax...
Take FP’s December 2025 CE quiz for financial advisors
Enjoy complimentary access to top ideas and insights — selected by our editors.Want unlimited access...
How financial advisors can handle defiant clients: 3 strategies
The problems can start with a simple request. Processing Content “Hey,” the client says, “some...
Financial Planning Today magazine’s latest issue
Financial Planning Today Magazine new issue The latest issue of Financial Planning Today’s premium sister...
How asset location fuels financial advisors’ value to clients
Financial advisors’ basic asset location services are “one of the most powerful, yet often underutilized”...
Top tax stories of 2025 for financial advisors
The One Big Beautiful Bill Act will be rippling across financial plans for years to...