Financial Planning Magazine - May 2023

THE BIG METAVERSE MAYBE

Millions of Americans take care of their aging parents, at great cost to their own nest eggs. That's where wealth managers come in.

Understandable expenses came out ahead of every other "want" among customers, displaying how transparent costs are an important differentiator for advisors.

Marguerita Cheng's career path highlights the barriers many women and minorities face in wealth management – and how to push through them.

A new report from industry recruiting firm Diamond Consultants shows the top trends in recruiting and deals for 2022, a year when things got intense in the last six months.

A new study by FINRA and NORC offered encouraging signs that people who put money into stocks and bonds for the first time in 2020 are in it for the long run.

In the second year of the NCAA legalizing payments to student-athletes, a nascent patchwork of financial advisors, firms and university athletic programs aim to address a huge problem.

Economic headwinds be damned, new research shows that advisors are ready to spend on tech in 2023. Here's where those dollars will be going.

The wirehouse is building on its earlier AI efforts to improve user experience among clients and advisors, and is looking to do even more with AI soon.

An advisor group warns the cybersecurity regulation is coming amid a flurry of proposals that could leave firms buried.

Two decades ago, a researcher at TIAA came up with a brilliant invention, but no insurance company would touch it. Has its time finally come?

The average American will only have 78% of the income they'll need in their golden years, according to a new study from Fidelity.

The journey toward financial clarity can connect investors with their families and expand their financial options into the future.

The stalwart allocation has a logic to it, but its simplicity hides two significant problems.