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.

etf-screens-wall-street-bloomberg

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

December 12
4 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

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

December 13

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

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

December 4

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
Crystal-Ball-060518

With the second presidency of digital-asset booster Donald Trump approaching, executives and lawyers involved with ETFs say they are ginning up strategies to cater to all tastes.

November 25
5 Min Read

Experts and advisors say they are cautiously optimistic about the future of small caps in the coming years.

November 15
5 Min Read
Stock-Market-060518

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
Jerome Powell

As the former president reenters the White House, significant changes to Medicare could be on the horizon. Here's what to expect.

November 11
1 Min Read

As Donald Trump returns to the White House, what changes can seniors — and their advisors — expect to America's oldest social program?

November 7
1 Min Read

At a minimum, president-elect Donald Trump can make two appointments to the Federal Reserve Board of Governors and choose new leadership. But more substantial changes could be in the offing.

November 7
5 Min Read
Federal Reserve 033023