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.
Advisors reported that the speed with which President Trump seeks to remake Washington in the first few weeks of his second term also had clients on edge.
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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.
These and other issues were the topics of the "2025 Markets & Economy Outlook" webinar Monday with Fidelity Investments.
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.
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.
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.
American households' net worth jumped by 2.9% in the third quarter of 2024, reaching $168.8 trillion — a new record.
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.
CFRA Research analysts predict the incoming Republican administration and houses of Congress will make waves in ETF investing.
"This will be the best economy of our lifetime," said one financial advisor in an unusually upbeat Arizent survey.
With interest rate easing cycles, geopolitical risk and post-election policies, experts looked forward to what's ahead in the new year.
Experts and advisors say they are cautiously optimistic about the future of small caps in the coming years.
For many investors, Donald Trump's re-election was an emotional shock. Here's how financial advisors can help keep their finances on track.
