Financial planning

Doctors face many personal finance challenges, from hefty student loan debt to temptations to overspend. Experts share how to win them as clients.

A new ranking of the channel by SmartAsset includes arms of Sammons Financial Group and McKinsey and global portfolio management firm Cambridge Associates.

Between the diapers, doctor visits, toys, formula and the delivery itself, having a baby is expensive. How can a mother-to-be get ready?

Phil Waxelbaum, a longtime industry recruiter, talks about what large firms can do and are doing to remain attractive to long-standing advisory teams with sizable sums under management.

The trends we saw pick up speed last year, like AI-aided advising, will gain momentum and force this year — the advisors who adapt them will be better positioned to attract next-gen clients.

Explore the last year in Financial Planning magazines. Read each article, or download a digital version.

The combined net worth of the 500 richest people surged by $1.5 trillion in 2023, fully rebounding from the $1.4 trillion lost the year prior.

Financial advisors should start the new year right by modernizing their planning tools to reflect clients' heightened demand for reliable, easily digestible information about their assets.

The bottom state in the ranking received a total score for financial literacy of 51 out of 100.

Issues like Medicare increases and student loan relief will impact employees' ability to plan for their financial future.