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financial planning news
Financial Planning company profile covering its publication overview, features, team, competitors, and milestones.
Last updated 6 days ago
Company Info
Financial Planning is a leading U.S.-based digital magazine covering wealth management, financial planning, retirement, investments, taxes, and regulatory updates. Founded in 1971, it has become one of the most trusted sources of financial planning news for financial advisors, RIAs, broker-dealers, wealth managers, and financial institutions.
Owned by Arizent, the publication delivers industry news, analysis, research, advisor compensation surveys, practice management insights, continuing education materials, and market surveys. Its editorial coverage includes regulation, investing, client management, AI, retirement planning, taxes, estate planning, wealth technology, and compliance.
Financial Planning Details:
|
Attribute |
Details |
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Parent Company |
Arizent |
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Primary Focus |
Wealth management, financial advisory, investing, retirement planning, taxation, and regulatory news |
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Geographic Coverage |
Primarily the United States with coverage of global wealth management trends |
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Content Categories |
Wealth Management, Investing, Practice Management, Tax, Retirement Planning, Research, Professional Development |
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Publishing Frequency |
Daily digital news updates with newsletters and feature articles |
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Research & Surveys |
Advisor Compensation Survey, Financial Advisor Confidence Outlook (FACO), industry rankings |
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Professional Resources |
White papers, webinars, research reports, case studies, eBooks, and downloadable guides |
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Events |
Webinars, virtual conferences, and educational events |
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AI Coverage |
AI in wealth management, advisor productivity, compliance, and client engagement |
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Subscription Model |
Free and premium subscription content |
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Compliance Coverage |
SEC regulations, Department of Labor rules, fiduciary standards, and retirement legislation |
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Technology Coverage |
Fintech, CRM platforms, robo-advisors, cybersecurity, and AI |
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Notable Publications |
Advisor Compensation Survey, FACO, RIA rankings, Top Brokers Under 40 |
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Primary Competitors |
WealthManagement.com, InvestmentNews, ThinkAdvisor, AdvisorHub, Financial Advisor Magazine, RIABiz |
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Best Known For |
Financial planning news, advisor compensation research, regulatory coverage, and continuing education |
Key Features of Financial Planning:
- Provides timely information on wealth management, investment, retirement, tax, financial regulation, and financial advisory business strategies.
- Features its own reports on advisor compensation, advisor confidence, and wealth management market research.
- Offers continuing education material for CFP Board certification and Investments & Wealth Institute.
- Provides expert advice on advisor recruitment, succession planning, client acquisition, compliance, operations, and business growth.
- Ranks the best RIAs, best broker-dealers, advisor compensation surveys, and emerging industry leaders annually.
- Conveys industry news via newsletters, webinars, podcasts, research reports, downloadable guides, and industry conferences.
Financial Planning News Milestones:
|
Year |
Key Achievements |
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1971 |
The U.S. abolished the gold standard (Nixon Shock), bringing about the age of fiat money and making long-range financial planning essential due to the resulting increase in inflation. |
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1973 |
CFP® designation established professional standards for financial planners. |
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1974 |
ERISA strengthened retirement plan protections. |
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1982 |
IRS introduced the 401(k), increasing demand for retirement advisors. |
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1990 |
Index investing gained widespread adoption. |
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1995 |
Online investing transformed portfolio management. |
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1999 |
Glass-Steagall repeal reshaped financial services. |
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2008 |
Global Financial Crisis changed investment and planning strategies. |
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2010 |
Dodd-Frank Act strengthened financial regulation. |
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Robo-advisors became widely adopted. |
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2016 |
Fiduciary Rule emphasized acting in clients' best interests. |
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2022-2025 |
High inflation and interest rates increased focus on diversified investment strategies. |
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Hybrid financial planning combining human expertise and AI became a standard industry model. |
FAQs
Company Details
Launch Date
Jan-1971
Company Size
Large (250 & Above)
Total Employees
- + 5
Brian Wallheimer, Tobias Salinger, Dan Shaw and 5 Others
Contact Details
New York New Jersey Stadium, 1 MetLife Stadium Dr, East Rutherford, New Jersey 07073, United States
Social Media
Primary Category
Others
Board Members and Advisors
Brian Wallheimer
Editor-in-Chief
Tobias Salinger
Chief Correspondent
Dan Shaw
Reporter
Jon Moore
Executive Vice President
All Members
Jeff Mancini
Chief Executive Officer
Whitney Parker Mitchell
Chief Marketing Officer
Erin Scanlon
Chief Financial Officer
Glenn Hall
Executive Vice President (Information Services)
Company-driven Events
My Event Engagements (2)
Paid
Seminar
Webinar
| # | Investors | Funding Date | Funding Round | Fund Raised |
|---|---|---|---|---|
Company Insights & Details
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United States
France
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