Election 2024
Retirement advisors' confidence in the economy broke even in July, but a closer look shows rising anxiety.
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How large firms attract and retain top employees in a competitive market.
Nicole Cope, director of Ally Invest Advisors, explains the challenges and benefits of working with each generation on their retirement savings, from baby boomers to Gen Z.
The court made it tougher for the administration to defend regulations it issued in recent months to tackle climate change, forgive student debt, crack down on so-called junk fees and write tax regulations.
As election season ramps up and debates begin, wealth managers are paying attention to how each candidate is addressing particular economic concerns.
Crypto backers have amassed a $160 million to bolstering U.S. candidates who favor light-touch regulation of the embattled industry.
Bankers still mostly back Republicans, according to Federal Elections Commission data, but the Biden administration is centering its pitch for support on the economy, regulatory stability and promising higher taxes for the wealthy and corporations.
Without government intervention, it's estimated that Medicare funds will run out by 2036.
Nervous investors often ask how the presidential election will affect their portfolios. New research offers a simple way to reassure them: Look at the numbers.
Forty-five percent of wealth managers say a disputed presidential election would hurt their business, according to a new Arizent survey.
More than the wars in Ukraine and Israel and a plethora of other problems, financial advisors worry about the country's ability to pay its bills.
President Biden wants the wealthy to "pay their fair share." Ex-President Trump calls for "the biggest tax cuts." But labeling people as rich creates massive policy challenges.
Financial Planning’s coverage of the 2024 elections centers on the impacts that will be felt throughout the wealth management industry from the next presidential administration and Congress — from regulatory approaches to the economy to the advance of technology like artificial intelligence.
What wealth managers think of the election
Financial Planning’s research has surveyed advisors and other financial professionals to get a read on how the industry views the election. Below, find details about the issues that wealth managers are most concerned about during the run-up to the 2024 election.