Financial Planning Section

Learn about financial planning tools, updates and issues to consider when counseling clients. Follow the latest news on retirement planning, trusts, 401(k)s, and estate planning.

Latest News:

  • Nov 12, 2018

    SEC launches targeted exams of mutual funds, ETFs

    The SEC has launched a series of exam initiatives focused on mutual funds and exchange-traded funds (ETFs). The exams will target circumstances in which retail investors could be disadvantaged and review whether registrants have met their regulatory and other legal obligations, OCIE states.
  • Nov 12, 2018

    Financial planning news from around the web: Nov. 12 – 16, 2018

    In case you missed them, here are some recent interesting financial planning news items from around the web, including Americans' climbing financial satisfaction and new cost of living adjustments from the IRS.
  • Oct 29, 2018

    Study: Millennials say financial planning is ‘exciting’

    Among the generations in the U.S. workforce, millennials have the strongest instinct to develop a financial plan - yet they feel the most anxious and insecure that they will get it right.
  • Oct 29, 2018

    Study: Millionaires need tax help. Who will provide it?

    High-net-worth clients are looking to advisors for tax help, but in many cases, advisors aren’t delivering. More than half of the millionaires surveyed said they are willing to pay more for an advisor who is able to help them navigate the recent tax reforms, while also minimizing their tax bill.
  • Oct 29, 2018

    Financial planning news from around the web: Oct. 29 – Nov. 2

    In case you missed them, here are some recent interesting financial planning news items from around the web, including how to boost 401(k) participation and what a couple's retirement might look like when there's a big age gap.

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