Why tech planning in advisor succession is essential
Intense Life Desires For advisors who fail to think through the details of succession, systems that don’t integrate...
Planning
Most read Financial Planning stories of 2025
Certainly, 2025 was an eventful year. Processing Content The OBBBA became law, changing the tax...
Estate planning tax pitfalls to avoid in the wake of OBBBA
Since the One Big Beautiful Bill Act became law in July, there’s been much discussion...
Financial Planning Today magazine’s latest issue
Financial Planning Today Magazine new issue The latest issue of Financial Planning Today’s premium sister...
Kitces, Lockshin discuss estate planning and fees
The wealth management industry’s traditional fee model is blocking more financial advisors from providing valuable...
Wealth Enhancement, Apollon, Creative Planning ink big deals
It’s been a big week for acquisitions. Wealth Enhancement, Apollon, Creative Planning, MAI Capital Management...
Integrity365 acquires Bristol Financial Planning firm
Matt Goy, Integrity365 CEO Bristol-based Financial Planning firm Integrity365 has acquired another Bristol Financial Planning...
Evelyn appoints new Midlands Financial Planning partner
Victoria Gammon of Evelyn Partners Wealth manager and Financial Planner Evelyn Partners has appointed Victoria...
AJ Bell adds 2 estate planning trusts for advisers
The trusts have been developed in response to growing demand for estate planning solutions AJ...
Quilter Financial Planning adds 5 AR firms
Quilter Financial Planning website Quilter Financial Planning has appointed a further five appointed representative (AR)...