Election 2024

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.


Wealth managers’ views of the 2024 election

Financial Planning has collected data on the opinions of financial advisors on the coming presidential and congressional elections. Here’s how they view the candidates, the likely outcomes and how the election will affect their clients.

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These and other issues were the topics of the "2025 Markets & Economy Outlook" webinar Monday with Fidelity Investments.

January 14
3 Min Read

Multimedia

Amanda Dolan

Retaining young advisor and broker talent
How large firms attract and retain top employees in a competitive market.


Nicole Cope

How to advise each generation for retirement
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.

Additional coverage
President Trump

The most precipitous drop of any category was in asset allocation, as advisors signaled they would be less aggressive with investments in the new year.

January 9
Markets

Trump returns to the White House promising both deregulation and tariffs, the Fed considers whether to keep dropping interest rates or not and markets, which hit new highs in 2024, are watching it all closely in the new year.

December 26
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Advancements in AI, helping advisors cater to DIY investors and providing access to alternative assets and private markets are some of the trends coming next year.

December 23

American households' net worth jumped by 2.9% in the third quarter of 2024, reaching $168.8 trillion — a new record.

December 13
1 Min Read

In ways big — e.g., Donald Trump's reelection — and small — e.g., a slight reprieve for Social Security's trust fund — 2024 was a turning point for American retirement. Here's what happened.

December 13
1 Min Read

CFRA Research analysts predict the incoming Republican administration and houses of Congress will make waves in ETF investing.

December 12
4 Min Read
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"This will be the best economy of our lifetime," said one financial advisor in an unusually upbeat Arizent survey.

December 4
3 Min Read

With interest rate easing cycles, geopolitical risk and post-election policies, experts looked forward to what's ahead in the new year.

November 27
4 Min Read
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Experts and advisors say they are cautiously optimistic about the future of small caps in the coming years.

November 15
5 Min Read
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For many investors, Donald Trump's re-election was an emotional shock. Here's how financial advisors can help keep their finances on track.

November 12
1 Min Read

After yet another rate decrease, Federal Reserve Chair Jerome Powell remained defiant after Election Day, telling reporters he would not resign.

November 11
6 Min Read
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