Business Details
Your Trusted Partner for Financial Adviser Solutions
Financial Planning has been empowering financial advisors and wealth managers with essential analysis and insights into the evolving landscape of their industry. Our platform delivers authoritative journalism, research, and benchmarking to help firms navigate critical opportunities in practice management, wealth technology, investment strategies, tax, and regulatory requirements. With a community of over 600,000 professionals, we connect leaders through in-person events, print publications, and digital platforms.Our team combines deep industry expertise with a data-driven approach to provide actionable insights that drive business growth and innovation. We prioritize advancing professional communities by fostering collaboration, delivering tailored content, and addressing the unique challenges faced by financial advisors. Our commitment to quality journalism and industry-specific knowledge positions us as a trusted resource for professionals seeking to enhance their practice and stay ahead of market trends.
Services
Wealth Management
Tax Investment Strategies
Estate Planning
Retirement Planning
ESG Financial Advisory
Continuing Education Credits
Industry Research Reports
Webinars and Whitepapers
Magazine Subscription
Professional Networking
Highlights and features
- We deliver authoritative journalism and research tailored to financial advisors' needs.
- Our community connects over 600,000 industry professionals for collaboration and growth.
- We offer specialized coverage of tax strategies, wealth management, and regulatory compliance.
- Our events and digital platforms provide actionable insights for practice innovation.
- We combine data-driven analysis with decades of industry expertise to drive results.
Services
Wealth Management
Wealth Management provides tailored strategies for high-net-worth individuals and institutions. Our solutions focus on optimizing investment portfolios, minimizing tax liabilities, and ensuring long-term financial growth. Advisors access expert insights on market trends, risk management, and client-specific planning.
Tax Investment Strategies
Tax Investment Strategies help advisors navigate complex tax regulations to maximize client savings. We offer analysis on tax-efficient investments, retirement account optimization, and legislative changes impacting financial planning. Our resources ensure compliance while enhancing portfolio performance.
Continuing Education Credits
Continuing Education Credits support advisors in maintaining certifications through CFP Board and Investments & Wealth Institute-approved courses. Our monthly quizzes cover industry trends, compliance updates, and technical skills, enabling professionals to meet licensing requirements efficiently.
Industry Research Reports
Industry Research Reports deliver data-driven insights on wealth management trends, technology adoption, and regulatory shifts. Advisors use our benchmarking studies and whitepapers to inform strategic decisions and stay competitive in evolving markets.
Professional Networking
Professional Networking connects advisors through events, peer groups, and digital forums. Our platform fosters collaboration, knowledge-sharing, and business development opportunities among financial professionals seeking to expand their networks and client bases.
People
Brian Wallheimer
Editor-in-Chief
Brian Wallheimer leads editorial strategy for Financial Planning, overseeing content that empowers financial advisors with actionable insights. With over 15 years in financial journalism, he focuses on industry trends, regulatory changes, and practice management solutions.
Tobias Salinger
Chief Correspondent
Tobias Salinger covers wealth management and financial planning trends as Chief Correspondent. His reporting emphasizes advisor-client dynamics, technology integration, and compliance challenges, drawing from a decade of experience in business journalism.
Dan Shaw
Reporter
Dan Shaw reports on industry developments, including mergers, compensation models, and technology adoption. His expertise in financial services spans 20 years, with a focus on independent broker-dealers and advisory firm operations.
Rob Burgess
Reporter
Rob Burgess specializes in fintech and investment strategies, analyzing how emerging technologies reshape wealth management. With a background in economics and finance, he provides in-depth coverage of AI, direct indexing, and market trends.
Elijah Nicholson-Messmer
Reporter
Elijah Nicholson-Messmer focuses on retirement planning and tax policy impacts for financial advisors. His work explores client education strategies, regulatory compliance, and innovative approaches to long-term financial security for diverse client bases.
Questions
How do I access Continuing Education Credits?
Subscribers can access monthly CE quizzes covering CFP Board and Investments & Wealth Institute-approved topics through the Financial Planning website.
What types of industry research are available?
We offer reports on wealth management trends, technology adoption, regulatory changes, and market analysis, accessible to premium members.
Can I subscribe to the print magazine?
Yes, print subscriptions are available. Contact customer service at 212-803-8500 to subscribe or manage delivery preferences.
Are webinars and whitepapers included with membership?
Premium members receive access to exclusive webinars, whitepapers, and research reports as part of their subscription.
What topics does Financial Planning cover?
We cover tax strategies, wealth management, estate planning, retirement solutions, ESG investing, and industry regulatory updates.
