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Follow your favorite journalists
  • Cat Auer, Financial Planning
    Cat Auer
    Managing Editor
    Cat Auer is the managing editor for Financial Planning magazine, an Arizent title.
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  • Brian Wallheimer
    Editor-in-chief
    Brian has enjoyed a wide-ranging career in journalism and marketing, from covering Illinois government and politics and the largest casinos in the world, to the halls of higher education and agricultural science. He has earned awards for an in-depth series on homelessness in Connecticut and for a series of events that engaged communities in conversations about science, among others. He is currently guiding a staff in developing advisor-centered content for Financial Planning at Arizent.
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    Tobias Salinger
    Chief Correspondent
    Tobias Salinger is the chief correspondent of <i>Financial Planning</i>.
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  • Nathan Place
    Retirement reporter
    Nathan Place is the retirement reporter at Financial Planning. A native of New York City, he has worked for more than a decade in both print and video journalism. He got his start in Beijing, where he worked as a copy editor and reporter for China Daily. He then returned to New York, where he earned his master's degree from the CUNY Graduate School of Journalism. Since then he's worked as a reporter for the New York Daily News and The Independent, as well as a video producer for the Daily Mail, the Daily Beast and Men's Journal. At FP, he covers the world of retirement, with a focus on those groups left behind by America's complex systems — and how advisors can help them.
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  • Dan Shaw
    Dan Shaw
    Reporter
    Dan is a business journalist who previously worked for various local newspapers and industry publications. He also worked for two years in Beijing as an editor at China Daily. A graduate of the University of Missouri-Columbia, he has written about banking, local governments and the legal profession, among other subjects. He now covers how politics, policy and regulation affect the financial planning industry.
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  • Rachel Witkowski 092524
    Rachel Witkowski
    Tech reporter
    Rachel Witkowski is the tech/AI reporter at Financial Planning. She was previously a lead editor at Forbes Advisor, overseeing their loans and housing verticals. During her career, she reported on financial regulation and fintech at American Banker and The Wall Street Journal.
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    Best of the Week
    Weekly
    The most popular stories of the week.
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    Portfolio Management
    Every Thursday
    Investment strategies and insights to help advisors best manage their clients’ portfolios.
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    Retirement
    Every Wednesday
    Analysis and strategies for all phases of retirement planning, including Social Security.
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    Tax Tuesday
    Every Tuesday
    Actionable ideas and savvy strategies advisors can use to guide their clients on tax matters. Delivered every Tuesday.
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    Wall Street Insider
    Every Monday
    Industry news and analysis for wealth managers and financial planners.
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    Wealthtech Weekly
    Every Thursday
    Must-read stories highlighted by our editors.