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Financial Planning Financial Planning is the leading provider of news, data and analysis for the wealth management indus

Financial Planning, an Arizent brand, is the leading resource for news-analysis, insights and data for independent financial advisers. FP delivers the essential information, strategies and tools planners need to build and grow thriving practices, position their firms against competitive threats, meet regulatory requirements and best serve their clients.

When advisors sell an RIA, they often like to boast of the EBITDA multiple they received.But industry experts say there ...
05/08/2025

When advisors sell an RIA, they often like to boast of the EBITDA multiple they received.

But industry experts say there are many reasons why those big headline numbers can exaggerate what a RIA purchase is actually worth.

Valuation experts caution that advisors selling their businesses put too much weight onEBITDA multiples and overlook many factors that can reduce the value of a deal.

With so much focus on artificial intelligence, some experts suggest that there is a corresponding emphasis on everything...
05/08/2025

With so much focus on artificial intelligence, some experts suggest that there is a corresponding emphasis on everything that is authentic, in-person and in-the-moment.

That's part of why AFE Private Wealth will open its new office later this year alongside the E Social Club at the same facility.

AFE Private Wealth's upcoming move to a larger office will launch what its partners say is a separate but symbiotic pairing with an exclusive gathering place.

Social Security has undergone a wave of changes in recent months. From new tax breaks and early claim surges to debates ...
04/08/2025

Social Security has undergone a wave of changes in recent months. From new tax breaks and early claim surges to debates over marital status and benefit eligibility, the landscape is shifting quickly.

Here’s everything financial advisors need to know to keep up with the changes facing Social Security — and what those changes could mean for the future of retirement planning.

Between new senior tax deductions and fast-approaching funding shortfalls, it has been a turbulent few months for Social Security.

FOMO is a huge driver for Generation Z investors — it's what prompted half of them participating one survey to enter the...
02/08/2025

FOMO is a huge driver for Generation Z investors — it's what prompted half of them participating one survey to enter the markets.

A survey from the FINRA Foundation and CFA Institute finds that cryptocurrency and individual stocks remain popular with the younger crowd.

Sen. Ron Wyden, D-Oregon, the top Democrat on the Senate Finance Committee, asked the IRS to provide a list of all audit...
02/08/2025

Sen. Ron Wyden, D-Oregon, the top Democrat on the Senate Finance Committee, asked the IRS to provide a list of all audits or investigations conducted by the agency related to transactions involving Jeffrey Epstein.

"Epstein lacked any professional training or certifications in accounting or tax law, yet was chosen by very wealthy people to execute very complex tax-related financial transactions," Wyden wrote in his request. He also asked for a determination as to whether the IRS has evaluated the full scope of any so-called tax planning Epstein provided to wealthy and powerful associates.

The top Democrat on the Senate Finance Committee wants information about whether the IRS has done any audits or investigations of Epstein's tax planning work.

Investors looking for downside protection in today's record-setting bull market are turning to buffered ETFs. But do the...
01/08/2025

Investors looking for downside protection in today's record-setting bull market are turning to buffered ETFs. But do they justify the cost and complexity?

In a record-setting bull market, the products offer investors a straightforward way to protect against downside risk. But not all financial advisors are convinced of their utility.

A charitable donation worth $6 billion from the "Oracle of Omaha" provides a helpful reminder to clients seeking a tax s...
01/08/2025

A charitable donation worth $6 billion from the "Oracle of Omaha" provides a helpful reminder to clients seeking a tax strategy for a large and valuable stock holding.

"I tell my clients, if you have appreciated stock, don't sell it. Gift it," said Miklos Ringbauer of MiklosCPA. Check out FP's recent coverage of key estate planning strategies, tools and research.

What was once largely a source of referrals for outside professionals is moving in-house for financial advisors in many cases. Here are some examples.

There are many financial advisors and tax professionals who guide business owners through the complexities of selling th...
31/07/2025

There are many financial advisors and tax professionals who guide business owners through the complexities of selling their business. But experts say that there are many others who would like to do so, too. That's why RISR and The American College of Financial Services have launched a new collaboration for advisors who complete the college's business succession planning certificate program.

The American College of Financial Services and RISR are collaborating as a BNY Wealth report showcased the planning complexities of owner succession deals.

Firms that wish to leave a lasting impression with event attendees should be thoughtful about what they hand out as free...
31/07/2025

Firms that wish to leave a lasting impression with event attendees should be thoughtful about what they hand out as freebies. Put simply, the best ROI swag is high-quality and worth keeping.

If brands want to be remembered fondly by event attendees, experts say items with long-term usefulness outweigh cheap throwaways every time.

The One Big Beautiful Bill Act undoubtedly extended and expanded tax savings for some parents, but financial advisors an...
30/07/2025

The One Big Beautiful Bill Act undoubtedly extended and expanded tax savings for some parents, but financial advisors and tax professionals know the importance of the law's details. Provisions in the massive legislation that didn't get as much attention as, say, keeping the current federal brackets intact may mean that some wealthy households will pay higher taxes.

"There is some education that needs to be done in the ultrahigh net worth space so there aren't big surprises on April 15," said Holly Swan of Allspring Global Investments.

The One Big Beautiful Bill Act presents some complexities for wealthy families, alongside its extension and expansion of provisions in the Tax Cuts and Jobs Act.

Pig butchering scams, in which fraudsters trick victims into sending money (often through cryptocurrency schemes) are on...
30/07/2025

Pig butchering scams, in which fraudsters trick victims into sending money (often through cryptocurrency schemes) are on the rise.

“This is like nothing you’ve ever seen before, but it is jaw dropping, the size and scale of what’s happening,” said Erin West of Operation Shamrock in a NASAA webinar.

So-called pig butchering schemes, in which victims are tricked into sending money to scammers, are on the rise.

Women will continue to amass trillions in investable assets in the coming years. Financial advisors who want to help the...
30/07/2025

Women will continue to amass trillions in investable assets in the coming years. Financial advisors who want to help them manage it should learn from others' mistakes if they want to convert prospects to clients and continue to earn referrals.

“Women do not want to be patronized or condescended to,” said Katrina Soelter, vice president of financial planning at Equalis Financial. “Instead, listen with an open mind and seek to understand the experience they are living.”

Women are gaining trillions in assets every year. Advisors who want to be recommended by women clients to other women to manage it should learn what not to say.

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Financial Planning is the leading resource for news, analysis, insights and data for financial advisors across the independent, wirehouse and bank channels. We deliver the essential information, strategies and tools planners need to build and grow thriving practices, position their firms against competitive threats, meet regulatory requirements and best serve their clients.