This Burgess

Rob Burgess - Awards list

2026-01-15T00:30:00.000-05:00

INDIVIDUAL AWARDS

Here's a list of the awards I've been honored to receive for my writing. Click the links below to read more about each:

2013

Winner - First Place - Best General Commentary - Division 5 - 2013 Hoosier State Press Association Foundation Better Newspaper Contest

2014

Winner - Second Place - Best General Commentary - Division 5 - 2014 Hoosier State Press Association Foundation Better Newspaper Contest

2015

Winner - Staff - First Place - Best Multimedia Package - Division 2 - 2015 Indiana Associated Press Media Editors Journalism Contest #

Winner - Staff - First Place - Best Special Section - Division 5 - 2015 Hoosier State Press Association Foundation Better Newspaper Contest #

2016

Winner - Staff - Second Place - Best Ongoing News Coverage - Division 5 - 2016 Hoosier State Press Association Foundation Better Newspaper Contest

2017

Winner - Staff - Third Place - Best Spot News Coverage - Division 2 - 2017 Indiana Associated Press Media Editors Journalism Contest *

Winner - Second Place - Best Editorial Writer - Division 5 - 2017 Hoosier State Press Association Foundation Better Newspaper Contest

Winner - Staff - Second Place - Best News Coverage Under Deadline Pressure - 2017 Hoosier State Press Association Foundation Better Newspaper Contest *

Winner - First Place - Coverage of Government or Politics (publication circulation below 30,000) - Indiana Professional Chapter of the Society of Professional Journalists 2017 Best in Indiana Contest

2019

Winner – Third Place - Arts and Entertainment Writing (publication circulation below 30,000) - Indiana Professional Chapter of the Society of Professional Journalists 2019 Best in Indiana Contest

2020

Winner – Second Place – Personality Profile (publication circulation below 30,000) - Indiana Professional Chapter of the Society of Professional Journalists 2020 Best in Indiana Contest

Winner – Third Place – Environmental Reporting (publication circulation below 30,000) - Indiana Professional Chapter of the Society of Professional Journalists 2020 Best in Indiana Contest

Winner – Third Place – Criminal Justice Reporting (publication circulation below 30,000) - Indiana Professional Chapter of the Society of Professional Journalists 2020 Best in Indiana Contest

2021

Winner – Third Place – Best Feature Photo – Division 1 – 2021 Hoosier State Press Association Foundation Better Newspaper Contest

Winner – Third Place – Best Profile Feature – Division 1 – 2021 Hoosier State Press Association Foundation Better Newspaper Contest

Winner – Second Place – Headline Writing – Division 1 – 2021 Hoosier State Press Association Foundation Better Newspaper Contest

Winner – First Place – Best Business or Economic News Coverage – Division 1 – 2021 Hoosier State Press Association Foundation Better Newspaper Contest

Winner – Third Place – Best Personality Profile (publication circulation below 30,000) - Indiana Professional Chapter of the Society of Professional Journalists 2021 Best in Indiana Contest

Winner – Second Place – Best Education Reporting (publication circulation below 30,000) - Indiana Professional Chapter of the Society of Professional Journalists 2021 Best in Indiana Contest

2022

Winner – First Place – Best Editorial Page – Division: Nondailies less than 1,500 – 2022 Hoosier State Press Association Foundation Journalism Awards

Winner – First Place – Best Website – Division: Nondailies less than 1,500 – 2022 Hoosier State Press Association Foundation Journalism Awards

Winner – First Place – Best Business or Economic News – Division: Nondailies less than 1,500 – 2022 Hoosier State Press Association Foundation Journalism Awards

Winner – First Place – Best Short Feature Story – Division: Nondailies less than 1,500 – 2022 Hoosier State Press Association Foundation Journalism Awards

Winner – Second Place – Best Headline Writing – Division: Nondailies less than 1,500 – 2022 Hoosier State Press Association Foundation Journalism Awards

Winner – Third Place – Best Headline Writing – Division: Nondailies less than 1,500 – 2022 Hoosier State Press Association Foundation Journalism Awards

Winner – Second Place – Best General News Photo – Division: Nondailies less than 1,500 – 2022 Hoosier State Press Association Foundation Journalism Awards

Winner – Third Place – Best Portrait – Division: Nondailies less than 1,500 – 2022 Hoosier State Press Association Foundation Journalism Awards

Winner – Third Place – Best Profile Feature – Division: Nondailies less than 1,500 – 2022 Hoosier State Press Association Foundation Journalism Awards

Winner – Third Place – Best Medical or Science Reporting (Publication circulation below 10,000) - Indiana Professional Chapter of the Society of Professional Journalists 2022 Best of Indiana Journalism Contest

Winner – Second Place – Best Business or Consumer Affairs Reporting (Publication circulation below 10,000) - Indiana Professional Chapter of the Society of Professional Journalists 2022 Best of Indiana Journalism Contest

Winner – Second Place – Best Environmental Reporting (Publication circulation below 10,000) - Indiana Professional Chapter of the Society of Professional Journalists 2022 Best of Indiana Journalism Contest

2024

Winner - Editorial Staff - Informa Connect - Wealth Management Magazine - Best News Coverage - Brand Revenue of $3,000,000 to $7,000,000 - 2024 Software & Information Industry Association (SIIA) Jesse H. Neal Awards

Honorable Mention - Best Feature Article - Trade, Association, and Business Publications International (TABPI) - 2024 Tabbie Awards

2025

Winner – Regional Bronze Award – All Content Category – Government Coverage – American Society of Business Publication Editors' (ASBPE) – 2025 Azbee Awards of Excellence – Northeast Region

Finalist - Financial Planning Magazine - Best Coverage of the 2024 Election on Your Served Market - Brand Revenue of $3,000,000 to $7,000,000 - 2025 Software & Information Industry Association (SIIA) Jesse H. Neal Awards

Finalist – Range of Work by a Single Author – B2B Category – 2025 Folio: Eddie and Ozzie Awards

***

STAFF AWARDS

I've also been honored to be a part of several staff awards:

2014

Winner - First Place - Kokomo Tribune - Website of the Year - Division 1 - 2014 Best of CNHI Editorial Contest ^

2015

Winner - Second Place - Kokomo Tribune - General Excellence - Division 5 - 2015 Hoosier State Press Association Foundation Better Newspaper Contest

Winner - Staff - Second Place - Best Online Site/Web Page - Division 5 - 2015 Hoosier State Press Association Foundation Better Newspaper Contest ^

2016

Winner - Staff - Second Place - Best Digital Presence - Division 2 - 2016 Indiana Associated Press Media Editors Journalism Contest ^

Winner - Staff - Third Place - General Excellence - Division 5 - 2016 Hoosier State Press Association Foundation Better Newspaper Contest

2023

Finalist - Editorial Staff - Informa Connect - Wealth Management Magazine - Best Range of Work By a Media Brand - Brand Revenue of $3,000,000 to $7,000,000 - 2023 Software & Information Industry Association (SIIA) Jesse H. Neal Awards

2024

Finalist - Editorial Staff - Informa Connect - Wealth Management Magazine - Best Industry Coverage - Brand Revenue of $3,000,000 to $7,000,000 - 2024 Software & Information Industry Association (SIIA) Jesse H. Neal Awards

Finalist - Editorial Staff - Informa Connect - Wealth Management Magazine - Best Range of Work By a Media Brand - Brand Revenue of $3,000,000 to $7,000,000 - 2024 Software & Information Industry Association (SIIA) Jesse H. Neal Awards

2025

Finalist - Editorial Staff - Informa Connect - Wealth Management Magazine - Best Range of Work By a Media Brand - Brand Revenue of $3,000,000 to $7,000,000 - 2025 Software & Information Industry Association (SIIA) Jesse H. Neal Awards

Key:

# = These were won for the Nov. 17, 2014 Kokomo Tribune special section, "One Year Later," to which I contributed audio, wrote one of the main stories and compiled three sidebars.

* = These were won for the Kokomo Tribune coverage of the Aug. 24, 2016 tornadoes, to which I contributed two stories.

^ = These were won for the Kokomo Tribune website, of which I was an administrator.

Rob Burgess - Panels, podcast appearances, mentions, speeches

2025-12-23T22:00:00.000-05:00

Here is a list of speeches, appearances and the like I’ve been honored to be invited to participate in:

Panels

2025-12-01 - FP - Leaders with Oleg Tishkevich

https://www.financial-planning.com/leaders
Leaders is a forum that brings together innovators and senior voices to share their leadership experiences and perspectives on today’s most pressing topics.
In my capacity as Reporter for Financial Planning Magazine, I hosted this Leaders session:
2025-12-01 - FP - Leaders with Oleg Tishkevich
https://www.financial-planning.com/video/invent-ceo-oleg-tishkevich-sits-down-with-financial-planning-reporter-rob-burgess-for-this-leaders-session-recorded-at-advise-ai-2025-in-las-vegas
https://archive.org/details/2025-11-26-fp-leaders-with-oleg-tishkevich
Invent CEO Oleg Tishkevich sits down with Financial Planning reporter Rob Burgess for this Leaders session recorded at ADVISE AI 2025 in Las Vegas.

2025-10-29 – ADVISE AI 2025 panel moderator

From Oct. 28 to 29, 2025, the second annual ADVISE AI conference was held in Las Vegas.

In my capacity as Reporter at Financial Planning Magazine, I was honored to be asked to be a moderator of the session, “AI at Every Touchpoint: Transforming the Client Meeting Lifecycle,” on Oct. 29, 2025 at the Wynn Las Vegas.

Here is the description:

“From prep to follow-up, AI is redefining the way advisors engage with clients—and streamline operations. In this dynamic session, we’ll explore how AI-powered tools are being integrated into every stage of the client meeting lifecycle, including pre-meeting preparation, real-time meeting assistants and note-takers, post-meeting summaries, CRM and financial planning system updates, and even action item tracking.
“Learn how leading firms are leveraging AI to increase consistency, save time, ensure compliance, and improve client satisfaction—without sacrificing the human element. Whether you're a financial advisor looking to optimize your process or a leader shaping your firm’s AI strategy, this session will provide real time use cases that are already transforming advisor workflows, leading to better efficiencies and more time spent on advice.”

Here is a video of the session: https://www.financial-planning.com/video/advise-ai-2025/ai-at-every-touchpoint-transforming-the-client-meeting-lifecycle

I have uploaded the video to the Internet Archive: https://archive.org/details/2025-10-29-fp-advise-ai-ai-at-every-touchpoint-video

And I also uploaded the photos of my panel by Jacob Kepler to the Internet Archive: https://archive.org/details/2025-ADVISE-AI-photos

*(Photos courtesy of Lawrence Sprung and Mike Wilson.)

2025-09-10 - Future Proof 2025 panel moderator

From Sept. 7 to 10, 2025, the fourth annual Future Proof Festival was held in Huntington Beach, California.

In my capacity as Reporter at Financial Planning Magazine, I was honored to be asked to be a moderator of the session, “From Values to Value: Personalization Without the Politics,” on Sept. 10, 2025 on the Ocean Stage.

(I also moderated a panel at Future Proof in 2023.)

Here is the description:

“Clients want their investments to reflect their personal values without turning their portfolios into political statements. This panel explores how to help investors define what matters most and translate it into clear, actionable portfolio decisions. You’ll learn how to deliver personalization that builds trust, keeps the focus on performance, and supports long-term client goals.”

Here is a video of the session on YouTube: https://www.youtube.com/watch?v=vst-JgMFytU

I have also uploaded this video to the Internet Archive: https://archive.org/details/future-proof-from-values-to-value-personalization-without-the-politics

*(Photos courtesy of Harris Nydick, StreetCred PR and Ethic.)

2025-07-30 – AI Virtual Summit 2025 panel moderator

In my capacity as Reporter at Financial Planning Magazine, I was honored to be asked to be a moderator of the session, “Building an AI Tech Stack That Works for You and Your Clients,” on July 30, 2025 at Financial Planning's AI Virtual Summit 2025.

I hosted this session and the panelists were Parker Ence, co-founder and CEO of Jump Advisor AI; Doug Fritz, co-founder and executive chairman of F2 Strategy; Dr. Sindhu Joseph, founder and CEO of Cognicor; Oleg Tishkevich, CEO of Invent; and Timothy Welsh, president of Nexus Strategy.)
Here is a description of the summit:
Agentic AI is reshaping how Registered Investment Advisors (RIAs) operate, and those who harness it are gaining a serious competitive edge. On July 30, join us for an exclusive, half-day virtual summit that explores how autonomous AI agents and advanced analytics are enabling RIAs to deliver hyper-personalized financial advice at scale, streamline compliance, and elevate the client experience like never before.
Here is a description of the panel I moderated:
There's no debate that agentic AI has the potential to profoundly impact how financial advisors and wealth managers acquire, retain and deepen engagement with clients. What's often overlooked in the what-if scenario planning of the agentic AI era? Building an AI tech stack that works for financial advisors and their clients. In this panel discussion, industry experts will talk about why it's critical to align technology with specific workflows, compliance requirements and personalization objectives. As the talk on use cases heats up, here's what our panelists say that industry players need to consider in building their AI tech stack:
Identify business goals and use cases first, including client engagement (personalized recommendations, behavioral insights, automated reporting), advisor productivity (intelligent CRM, smart task prioritization, etc.), compliance and risk (KYC/AML monitoring and trade surveillance), and portfolio management (dynamic rebalancing, AI-driven allocation, tax optimization).
Core components of the AI tech stack, including the data layer (data sources, integration tools, warehouse or lake/lakehouse), intelligence layer (machine learning/AI models, agentic AI and model ops), and application layer (client-facing tools, advisor dashboards, conversational interfaces).
Security, compliance and ethics, including data privacy, regulatory compliance (SEC/FINRA, GDPR/CCPA adherence in data handling), explainability and bias mitigation.
Integration and interoperability, including open APIs to connect with wealth platforms, workflow compatibility, and third-party plug-ins.
Governance and monitoring, including model governance, performance monitoring and human-in-the-loop needs for higher risk recommendations or compliance review.
Testing and feedback loops, including advisor feedback, client insights on usage, satisfaction and conversion improvements, and testing for UI/UX and model performance pre-rollout.
Scalability and future-proofing your tech stack with a cloud-native architecture, modular stack and the ability to plug into large language models (LLMs) and multi-agent frameworks as the field evolves.
I uploaded the videos from the AI Virtual Summit 2025 to the Internet Archive: https://archive.org/details/ai-virtual-summit-2025
And here are the stories I wrote about the summit:
2025-08-14 - FP - How advisors could use agentic AI to deepen client engagement
https://www.financial-planning.com/news/how-agentic-ai-could-deepen-client-engagement
2025-08-19 - FP - How to build an AI tech stack that works for advisors and clients
https://www.financial-planning.com/news/building-an-ai-tech-stack-that-works-for-clients-advisors
2025-08-25 - FP - AI-powered simulation sandboxes could offer advisors a 'crystal ball'
https://www.financial-planning.com/news/ai-powered-simulation-sandboxes-coming-to-wealth-management

2024-12-10 - FP - Web Seminar - Sponsor Content from AssetMark - Web Seminar - Save 11 hours a week - Elevate your practice with outsourced investment and tax management

In my capacity as Reporter at Financial Planning Magazine, hosted this web seminar, which featured Matt Matrisian, head of client growth at AssetMark, and Ken Chee, director of wealth management solutions at AssetMark.

https://www.financial-planning.com/web-seminars/save-11-hours-a-week-elevate-your-practice-with-outsourced-investment-tax-management

https://archive.org/details/web-seminar-sponsor-content-from-asset-mark-web-seminar

Why are you still buried in portfolio management and tax oversight? It's time to break free from the grind and focus on what actually helps drive your business forward. If you're not outsourcing investment and tax management services, you could be wasting valuable time—and it could cost you growth, clients, and profits. The result? More time to concentrate on building relationships, delivering high-impact advice, and scaling your book of business.

Stop grinding on the backend. Start scaling up your practice. This webinar is for financial advisors who want to stop trading time for dollars and start driving real growth by outsourcing the tasks that don't need your personal touch. Register now to discover how outsourcing investment and tax management services can be the game-changer you've been looking for!

2024-11-21 - FP – Leaders with Natalie Wolfsen

https://www.financial-planning.com/leaders
Leaders is a forum that brings together innovators and senior voices to share their leadership experiences and perspectives on today’s most pressing topics.
In my capacity as Reporter for Financial Planning Magazine, I hosted this Leaders session:
2024-11-21 - FP – Leaders - Adapting to client needs in the digital age
https://www.financial-planning.com/leaders/how-financial-advisors-adapt-to-client-needs-in-a-digital-age
https://archive.org/details/leaders-adapting-to-client-needs-in-the-digital-age
The challenge for advisors lies in delivering personalization at scale that is at the level of service their clients expect. One area in which advisors can excel is in exploring how to deliver personalization using direct indexing and tax management. Natalie Wolfsen, CEO of Orion, will discuss the ways in which advisors can marry tech with personalization to build deeper connections with clients.

2023-09-13 - Future Proof 2023 panel moderator

From Sept. 10 to 13, 2023, the second annual Future Proof Festival was held in Huntington Beach, Calif. In my capacity as Technology Reporter at Wealth Management Magazine, I was honored to be asked to be a moderator of the session, "Case Study: Revolutionary Cash Management for HNW Clients," on Sept. 13, 2023 on the Surf City Stage. Here is the description:

"At the Surf City Stage, Rob Burgess led an informative discussion with Ben Cruikshank, Lindsay Brock, and Brett Orvieto on innovative cash management solutions for high-net-worth clients. The trio discussed a groundbreaking white-label cash solution that promises direct integrations, making it simpler for advisors to earn from held-away cash. Moreover, this approach empowers advisors with a holistic view of a client's financial health, ensuring more tailored and effective strategies for wealth management."

Here is the video of the session on YouTube:

I have also uploaded this video to the Internet Archive: https://archive.org/details/future-proof-from-values-to-value-personalization-without-the-politics

2021-04-10 - CBD Expo Midwest 2021 - '2021 INSIGHT: CBD Regulations in the Midwest' Panel Moderator

On March 15 and 16, 2019, the CBD Expo Midwest 2019 was held at the Indianapolis Marriott East. From 11:45 a.m. to 12:30 p.m. March 15, 2019, I was honored to be asked to be a moderator at the “CBD vs. THC” panel.

I was once again honored to have been asked to moderate a panel at the CBD Expo Midwest 2021 event, this time on the topic "2021 INSIGHT: CBD Regulations in the Midwest" from 1:30 to 2:15 p.m. Saturday, April 10, 2021, once again at the Indianapolis Marriott. Panelists included Andrew Bauman, Joe Linne and Debra Smith-Torrence.

Here's the description:

“As we move into the first calendar year, the DEA no longer considers Hemp to be a controlled substance, the regulation of the hemp industry finally moves towards a place of clarity. As banking and production rules and taking shape on a federal level, individual states move to craft plans that will fit their particular localities. Understanding how states operate is crucial to running a compliant and successful national brand. As a legal medical marijuana state with a widespread hemp industry, Midwest regulators are crafting their own way. Between recent decisions to functionally decriminalize cannabis, alongside executive orders banning smokable hemp and creating a registry for CBD sellers there is a lot to know about operating in the Midwest.”

2019-03-26 - Guest speaker at Feature Writing class at Indiana University-Purdue University Indianapolis

I was honored to be invited by Cory Cathcart, a student at Indiana University-Purdue University Indianapolis' Department of Journalism and Public Relations in the School of Liberal Arts, to speak to her 300-level Feature Writing class from 3 to 4:14 p.m. Tuesday, March 26, 2018. The 3-credit lecture class was taught by Chris Lamb.

2019-03-15 - CBD Expo Midwest 2019 - 'CBD vs. THC' Panel Moderator

“With CBD taking center stage this year, there has been increased coverage of this 'miracle' compound in the news. But it’s important to remember that THC is also a very important cannabinoid with some very powerful properties. While many enjoy the calming benefits of CBD without the psychoactive effects, dose-dependent effects of THC can be very beneficial for a variety of medical conditions. Cannabis science has rapidly advanced in the past year, with studies published in top-tier journals on CBD, THC, and CBD:THC. By comparing and contrasting the isolated effects of each of these compounds and how they interact in the brain and body, we can better understand how the endocannabinoid system works.”

Here are the self-submitted biographies of the panel:

Rob Burgess

News Editor, NUVO

Rob Burgess is a nine-time award-winning journalist whose work has appeared in print, radio, online and television. He is currently News Editor at NUVO. Before that, he was City Editor, Opinion Page Editor, and Editorial Board Member at the Kokomo Tribune; and Managing Editor of the Indiana Lawyer. He was also a reporter at WFHB, the Times-Mail, The Reporter-Times, Ukiah Daily Journal, and Ukiah Valley Television.

Bradly Slaughter

Investigative Reporter, CBD Spa

Brad has been in the Cannabis Industry for over 3 years and has been an outspoken advocate for legalization, decriminalization, and proper regulation. While he was a partner with California Weed Blog, he produced the CannaBiz Expo in Los Angeles, was the lead editor, and investigative journalist. With a focus in Cannabis Science, Business, and Politics, Brad has written and spoken on many topics that have educated thousands of people and changed the course of California Regulation. Brad is now living in Florida and has his sights on Adult-Use in the state. He will be presenting a bill on the floor for the 2019 session to legalize and decriminalize Cannabis State-Wide with the assistance of many leaders in the industry from multiple states, which will be one of the most comprehensive, progressive, and structured bills to date.

Brandon Pitcher

Founder, MZM, Inc.

Brandon is an award winning change agent and educator, having gained an understanding of social and ecological entrepreneurship at an early age. He has led public and private workshops on design solutions for over a decade and has presented across the globe, including MIT, Yale, the United Nations University in Tokyo and many other venues on his work in Indiana, sustainability and zero emissions. He is currently working with a variety of organizations from global industries to small not-for-profits and local municipalities along with entrepreneurs, pushing the boundaries, inspired by the innovations found within nature while exposing others to the opportunities to do better with what we have. Brandon is a ZERI certified practitioner and promoter of the Blue Economy (theblueeconomy.org) and has traveled extensively to nearly 40 countries researching dozens of global projects, learning, and sharing along the way. He has appeared on numerous radio shows, TV spots, and newspaper and magazine articles in central Indiana and internationally.

Spencer Wilson

Owner, Medie Edie’s and Elite Health and Wellness stores

I was born and raised in Indiana. I became a marijuana activist in 2008. I have always been interested in the healing property of the cannabis plant. What turned my interest into a passion was our family dog’s battle with epilepsy. This became the reason I moved my family to Michigan in 2014. After extensive research, and getting certified I started an edible and extract company. Medie Edie’s has successfully been setting a standard for our industry since 2014. It has been my dream to be able to bring back to Indiana my knowledge and expertise and apply it in hemp and CBD. I am looking to vertically integrate from working with the best farmers, to processing and making available a top quality product for consumers.

Eric Miller, PhD

Director of R & D, Nemadji

Eric is the Director of Research & Development for Nemadji/ExtraktLAB where he leads the extraction, refinement, and formulation of hemp oil and isolates. Prior to Nemadji, he was Director of a Cannabis testing lab and several THC manufacturing facilities in San Diego. Eric earned his B.S. in Bioengineering from Arizona State University and his PhD in Chemistry from the University of California San Diego.

2018-12-04 - L. Keith Bulen Symposium on American Politics at Indiana University-Purdue University Indianapolis

On Dec. 4, 2018, I was honored to be asked by Aaron Dusso, department chair and associate professor of political science, to be a part of the Media Panel at the L. Keith Bulen Symposium held every two years at Indiana University-Purdue University Indianapolis. Here is how the event is described on the official website:

An across-the-aisle discussion about American politics

Every other November, the L. Keith Bulen Symposium on American Politics brings together politicians, political staffers, journalists, and scholars to discuss the latest election and look to the next one.

The one-day event cuts through the sound bites to talk about politics in a more meaningful way. Each symposium includes a media panel, presentations, and a discussion with the Indiana party chairs.

IUPUI’s Department of Political Science hosts the symposium, which is free and open to the public.

Please join us Dec. 4, 2018, for this year’s Symposium, "Politics Near and Far: From Grassroots Organizing to Judicial Decision Making." This year’s keynote speaker is the Honorable Loretta H. Rush, Chief Justice of the Indiana Supreme Court. In addition, we will have a serious of excellent discussion panels with political journalists, community organizers, and state party representatives.

Since 1998, the Bulen Symposium has been the premier forum for active discussions of American political parties, elections, and other important issues relating to our political system. Please join us as we bring together political practitioners, journalists, and scholars to discuss the politics that shape our world.

First held in 1998, the Bulen Symposium has had many prominent participants, including former U.S. Senator Richard Lugar, former U.S. Representative Lee Hamilton, former Indianapolis mayor Greg Ballard, and current Indiana governor Eric Holcomb. Political reporters who have participated include Jim Shella, Amber Stearns, Amos Brown, Lesley Weidenbener, and Tony Cook.

About L. Keith Bulen
L. Keith Bulen was a prominent political figure in Indiana. He worked in government for nearly half a century, and was elected or appointed at the block, precinct, ward, county, district, state, national, and international levels.

Bulen cultivated the initial successes of Richard Lugar and helped shape the careers of many other leaders and officials. He helped develop metropolitan government in Indianapolis (Unigov), and was involved in the management of campaigns for U.S. Congress, governor, and president. President Reagan appointed him a commissioner of the International Joint Commission, which prevents and resolves disputes between the United States and Canada over boundary waters.

Republicans and Democrats came together to establish this symposium in honor of Bulen’s life.

(Photo credit: Amanda Friesen)

The Media Panel was up first on the schedule:

9:10 - 10:30 a.m. Media Panel

Barbara Brosher —Senior News Editor and Reporter, WFIU and WTIU in Bloomington, IN

Prior to joining the NPR and PBS Bloomington stations, Barbara worked as a reporter and anchor for WNDU in South Bend, IN. She has received multiple AP awards for her reporting.

Kaitlin Lange—Statehouse Reporter, Indianapolis Star

Prior to joining the Star, Kaitlin covered the state legislature for the Evansville Courier & Press. She began her career as News Editor and was promoted to Editor-in-Chief at the Ball State Daily News where Kaitlin earned her political science, journalism, and telecommunications degrees.

Lesley Weidenbener—Managing Editor, Indianapolis Business Journal*
Prior to joining IBJ, Lesley covered politics and government for over 20 years for the Journal Gazette in Fort Wayne, The Courier-Journal in Louisville, and the TheStatehouseFile.com.

Rob Burgess—News Editor, NUVO
Prior to joining NUVO, Rob was a city editor and editorial board member at the Kokomo Tribune and managing editor of the Indiana Lawyer. He has won numerous awards from the AP and Hoosier State Press Association.

Moderator
Dr. Kristina Horn Sheeler—Executive Associate Dean, IUPUI Honors College, and Professor
of Communication Studies, IU School of Liberal Arts

* = Lesley Weidenbener did not attend the event, but was scheduled.

Podcast appearances

2025-12-23 - Making Sense Of Your Money - Ep. 45 - Rob Burgess

On Dec. 23, 2026, I was a guest on Episode 45 of the Making Sense of Your Money Podcast, hosted by Dan Pascone, founder and CEO of Tailored Wealth in Fairfield, Connecticut.

I also uploaded a copy to the Internet Archive.

2020-11-24 - “Chap and Teach Take Me Back '90s” podcast guest appearance

On the “Chap and Teach Take Me Back '90s” podcast, John Robertson (Teach) and Brandon Chapman (Chap) relive some of the best aspects of the '90s.

On Episode 8, released Nov. 24, 2020, I was a guest on the podcast, during which we discussed the Friday night “TGIF” programming on ABC. I have uploaded the episode here:

Both Brandon Chapman and John Robertson have also been guests on my podcast, “The Rob Burgess Show.” I have also been a guest on Brandon Chapman's podcast, "Sounding Off."

2018-08-24 - Sounding Off guest appearance

Aug. 24, 2018, I was asked to be a guest on the Sounding Off podcast by host Brandon Chapman:

Rob Burgess, News Editor for NUVO, calls in to talk about his role in the Bob Lamey story, the reason for passing it on to WTHR, and the reaction/fallout of the details involving Lamey leaving the Colts.

The story in question was my Aug. 22, 2018 story in NUVO, "Colts Announcer Bob Lamey Resigns After Use of N-Word."

I have edited, uploaded, and embedded the interview here:

2016-01-08 - Workers' Voice Show guest appearance

I was recently a guest on The Workers' Voice, a radio show on Indiana Talks hosted by Indiana University Kokomo Labor Studies Program associate professor Patrick Hill (who was out sick) and Randy M. Obenchain. You can listen to the show in its entirety by clicking this link. It's under the Jan. 8, 2016 heading. You can also listen to it on SoundCloud, Stitcher and iTunes.

Host Randy M. Obenchain and guest host Rob Burgess, Night Editor for the Kokomo Tribune, discuss events of the 2015 year as well as 2016 predictions concerning the working class.

I've embedded the episode here:

2015-03-14 - Workers' Voice Show guest appearance

On March 14, 2015, I was a guest on The Workers' Voice, a radio show on Indiana Talks hosted by Randy M. Obenchain and Indiana University Kokomo Labor Studies Program associate professor Patrick Hill. Here is my post about it. Embedded below is the audio:

2008-05-31 - KMEC's The Compassion Network guest appearance

At 11 a.m. May 31, 2008, I was interviewed on Jin Gwang's show "The Compassion Network" on KMEC in Ukiah, California. According to the show's website, its focus is on: "speakers who commit acts of kindness locally and globally." If there is audio of this archived, I don't know about it.

Speeches

Mentions

"How to navigate a crypto meltdown - 'Be willing to hold on'"

As a Reporter for Financial Planning Magazine, I wrote the following story, rounding up several of my cryptocurrency-related stories published in 2025:
2025-12-01 - FP - Cryptocurrency's wild ride in 2025
https://www.financial-planning.com/list/cryptocurrencys-wild-ride-in-2025

This story was included in the following LinkedIn News stories:

2025-12-01 - LinkedIn News - Serla Rusli - Bitcoin price plunges
https://www.linkedin.com/news/story/bitcoin-price-plunges-6781220/

2025-12-01 - LinkedIn News - John Tomase - Bitcoin plunges as crypto sell-off resumes
https://www.linkedin.com/news/story/bitcoin-plunges-as-crypto-sell-off-resumes-6790988/

I was also interviewed about this story by Yahoo Finance, which included the data and chart from this story:

2025-12-03 - Yahoo Finance - Hal Bundrick - How to navigate a crypto meltdown - 'Be willing to hold on'
https://finance.yahoo.com/personal-finance/investing/article/how-to-navigate-a-crypto-crash-155317977.html

"How wealth managers on Long Island play the role of 'financial psychologist'"

I was quoted Brianne Ledda in her article, "How wealth managers on Long Island play the role of 'financial psychologist,'" which was published June 15, 2025 in Newsday.

"How business journalists can build a career in the trade press"

I was quoted by Naomi DuBovis in her article, "How business journalists can build a career in the trade press," which was published Aug. 15, 2024 by the Reynolds Center for Business Journalism.

"Is Post News a real Twitter alternative for journalists?"

I was quoted by Anna Sofia Lippolis for her article, "Is Post News a real Twitter alternative for journalists?" which was published Feb. 2, 2023 by The Fix.

I later interviewed Post founder Noam Bardin in August 2023 on my podcast, The Rob Burgess Show. Post News eventually shut down May 31, 2024.

2019-04-23 - Official "tweeter" of Indiana Humanities' INseparable theme event "Chew on This: What Divides Us?" at Rooster's Kitchen

From 6:30 to 8:30 p.m. Tuesday, April 23, 2019, I was honored be asked to be the official "tweeter" of Indiana Humanities' INseparable theme event, "Chew on This: What Divides Us?" at Rooster's Kitchen in Indianapolis.

Here is the original April 4, 2019 press release announcing the event:

Statewide dinner parties invite Hoosiers to explore what divides us

“Chew on This: What Divides Us?” will feature simultaneous conversations in restaurants on April 23 as part of Indiana Humanities’ INseparable theme

INDIANAPOLIS (April 4, 2019)—Dig into some tasty food and deep conversation as Indiana Humanities invites Hoosiers across the state to explore the extent to which Americans are divided along urban and rural lines.

On April 23, the organization will offer simultaneous dinner conversations from 6:30 to 8:30 p.m. called “Chew on This: What Divides Us?” at 10 restaurants in Bargersville, Batesville, Carmel, Fort Wayne, Indianapolis, New Albany, Rensselaer, South Bend and Warsaw.

The events are part of Indiana Humanities new two-year INseparable initiative, which invites Hoosiers to explore how we relate to each other across dividing lines and consider what it will take to be inseparable, in all the ways that matter.

“Nothing breaks down the barriers among us like sharing a meal around a common table,” said Keira Amstutz, president and CEO of Indiana Humanities. “With INseparable, that’s exactly what we want to do—encourage people to talk with each other rather than at each other and promote understanding and empathy across boundaries.”

Among the topics of conversation will be whether or not Americans are more polarized and divided than in previous generations. Historians Kevin Kruse and Julian E. Zelizer say yes, and that current divisions can be traced to 1974, when a combination of the Watergate scandal, the end of the Vietnam War, and anti-busing riots were among the many crises that rocked America.

Others look back to the 1920 census, which was the first to show that the majority of Americans lived in cities and towns, rather than rural areas.

At the dinner conversations, an expert facilitator will guide the conversation and help participants consider not only the sources of division in our society, but what can be done to bridge divides. Among the facilitators will be history teacher Dan Hawthorne in Rensselaer; Tory Flynn, Hillenbrand’s director of communications, in Batesville; Tim Swarens, a journalist and opinion writer based in Indianapolis; and Rima Shahid, executive director of Women4Change, in Carmel.

Ticket prices range from $20 to $30, which includes a meal, a non-alcoholic drink, tax and tip. Alcoholic beverages will be available for purchase for an additional cost at most locations. Space is limited and registration is required at https://cotwhatdividesus.eventbrite.com.

Chew on This is a program designed by Indiana Humanities to use the power of food and drink as a convener of people and catalyst for conversation to inspire thoughtful discussion on engaging topics.

Participating cities, venues and facilitators are:

Bargersville

Restaurant: Taxman Brewing

Facilitator: Dana Monson, CEO, Johnson County Development Corp.

Batesville

Restaurant: The Sherman

Facilitator: Tory Flynn, director of communications, Hillenbrand

Carmel

Restaurant: divvy

Rima Shahid, executive director, Women4Change Indiana

Fort Wayne

Restaurant: Próximo

Facilitator: John Christensen, Fort Wayne magazine

Indianapolis

Restaurant: Ambrosia

Facilitator: Terri Jett, professor of political science, Butler University

Restaurant: Rooster's Kitchen

Facilitator: Tim Swarens, journalist

New Albany

Restaurant: Pints & Union

Facilitator: Roger Baylor, blogger

Host organization: ArtSeed

Rensselaer

Location: Carnegie Center

Facilitator: Dan Hawthorne, history teacher

Host organization: Jasper Newton Foundation

South Bend

Restaurant: Tapastrie

Facilitator: Micah Towery, writer and scholar

Warsaw

Restaurant: rua

Facilitator: Brenda Rigdon, development director, Kosciusko County Community Foundation

About INseparable

INseparable is a two-year Indiana Humanities initiative that invites Hoosiers to explore how we relate to each other across boundaries, real or imagined, and consider what it will take to indeed be inseparable, in all the ways that matter. Learn more at www.IndianaHumanities.org/inseparable.

About Indiana Humanities

Indiana Humanities connects people, opens minds and enriches lives by creating and facilitating programs that encourage Hoosiers to think, read and talk. Learn more at www.IndianaHumanities.org.

I was invited to live-tweet the event by Claire Mauschbaugh, events and communications associate at Indiana Humanities. Here is the "Tweeter Guide" sent to me:

CHEW ON THIS: WHAT DIVIDES US?

TWEETER GUIDE

Thanks for live-tweeting Chew on This: What Divides Us? Your role is basically that of note-taker, but so much more fun!

During the conversation, tweet out big questions, interesting quotes and observations, and pictures of delicious food and engaged participants. This conversation is the first of our INseparable-themed Chew on This events. In March, we launched INseparable, a new two-year thematic initiative exploring how we relate to each other across boundaries, real or imagined, and consider what it will take to indeed be inseparable in all the ways that matter.

The theme of this evening asks participants to look at divisions between Hoosiers. If our goal is to work together, it’s important to name the barriers that prevent collaboration, community or neighborliness. We hope that this conversation starts a productive dialogue about how and why we disagree, and how we might start to breach the boundaries that divide us. #chewonthis @INHumanities

WHAT TO TWEET:

As our live-tweeter, your goal is twofold: 1) Document what is occurring during the event, and 2) Involve those who are not there. Things to keep in mind to successfully live-tweet an event:

1. Prepare as much as possible. Make sure you know the names of facilitators, etc. (and how to spell them) and the Twitter handles of everyone involved with the event. See the chart at the end of this guide.

2. Use the right hashtag and use it in every live tweet or at the beginning of a tweet thread— #chewonthis

3. Mix it up! Tweet memorable quotes from speakers and guests, intriguing questions posed, photos of the group and the food, or fun, short videos.

4. Make every Tweet count. Post only clear photos and be selective about quotes or insights you post.

5. Don’t attribute quotes to participants. We want to keep the discussion a safe place. Feel free to attribute to the facilitator. You can use a quote, just don’t connect a name to it.

BELOW ARE SOME POSSIBLE DISCUSSION PROMPTS OR FACTOIDS YOU CAN SHARE OVER THE COURSE OF THE NIGHT:

QUESTIONS

• Recent Pew Research Center polling finds that 53% of urban dwellers believe that the values of rural Americans

differ from their own, while 58% of rural Americans feel as though their values differ from people living in urban

communities. Do you feel as though your values differ from your urban/rural/suburban counterparts?

• Are we divided along urban/rural/suburban lines? Why do you believe this is the case?

• How is your community, specifically, divided? What’s causing tension within your community?

• Is it harder connect today than it used to be? Why or why not?

• What role does the media or social media play in our ability to connect across difference?

• What do we need to do to be less divided?

FACTOIDS + STATS

(If applicable to the conversation)

• According to @PewResearch, rural population loss is largest in the Midwest with a majority of rural counties (especially farming counties) losing population since 2000.

• Older adults are a higher share of the population in rural areas than in urban and suburban counties. Urban and suburban counties are becoming more racially and ethnically diverse at a much faster pace than rural counties.

Data from @PewResearch.

• Most urban and rural Americans say people in other types of communities don’t understand the problems people in their community face, according to @PewResearch.

• About 4/10 Americans say they don’t feel attached to their community. Rural residents are more rooted in their community says @PewResearch.

• Urban Hoosiers are less likely to rate Indiana as an excellent place to live compared to their suburban and rural counterparts, according to the @BallState’s Hoosier Survey: https://bit.ly/2Ip5SSa

• What unites us across rural, urban and suburban lines? According to a @richard_florida survey, all communities have a desire for high-quality public schools.

Here are the descriptions of the event itself:

Thanks for signing up for Chew on This: What Divides Us? The fun starts at 6:30 p.m. on Tuesday, April 23. Feel free to arrive a few minutes early to mix and mingle, order a drink and get comfortable. We will conclude between 8 and 8:30 p.m. (depending on how talkative your group is!). Your ticket price includes a meal, non-alcoholic beverage, tax and tip. If you plan to order beer, wine or cocktails, please bring an additional form of payment (cash recommended).

Rooster’s Kitchen

888 Massachusetts Ave, Indianapolis, IN

6:30-8:30 EST

On Tuesday night we’ll be talking about what divides us and how we might start to breach the boundaries that divide us. We’re curious to hear what you have to say, as well as learn from our expert facilitators. Open to a little homework? Read ahead:

· This op-ed from the New York Times explores why people leave, stay or return home to a community.

https://www.nytimes.com/2019/03/08/opinion/sunday/urban-rural-america.html?mc_cid=77a25387b2&mc_eid=d8140a6257

· This report looks at how demographic shifts are impacting rural, suburban and urban America.

https://www.pewsocialtrends.org/2018/05/22/what-unites-and-divides-urban-suburban-and-rural-communities/

· This podcast features historians discussing about where they believe the fault lines emerged.

https://podcasts.apple.com/us/podcast/stay-tuned-with-preet/id1265845136?i=1000428364374&mt=2

-The Indiana Humanities Team

And here is a summary of the event after the fact:

Thank you for joining Indiana Humanities for Chew On This: What Divides Us? Tuesday night's event brought together more than 150 Hoosiers in nine communities around the state for an evening of great food and insightful conversation. Chew On This: What Divides Us? was part of our INseparable initiative, which invites Hoosiers to explore how we relate to each other across boundaries, real or imagined, and consider what it will take to indeed be inseparable, in all the ways that matter.

It's a leap of faith to show up and talk about big ideas with strangers. A few themes emerged in nearly every location: the need for courage and vulnerability to talk even when we disagree, the importance of honesty coupled with laughter as we tackle tough topics, and the power of food and neighborliness to bring people together. Click here to read through some of the comments and observations of those who took part across Indiana. Thanks to the facilitators for leading interesting and meaningful conversations and the tweeters who captured what happened.

Here is a description of the INseparable theme:

https://indianahumanities.org/programs/inseparable?mc_cid=f888c5a478&mc_eid=ff898aeabf

INseparable is a two-year Indiana Humanities initiative that invites Hoosiers to explore how we relate to each other across boundaries, real or imagined, and consider what it will take to indeed be inseparable, in all the ways that matter.

About

Whether due to real or perceived differences, Americans see each other differently depending on whether they live in rural, suburban or urban communities. The conclusion drawn from the near-constant polling, media commentary and academic analysis of the past two years is that America is culturally divided by its geography. In 2019 and 2020, Indiana Humanities invites Hoosiers to dig into these divides, exploring how Hoosiers relate to each other across boundaries and considering what it will take to indeed be inseparable, in all the ways that matter.

Over the next two years, INseparable will address the ways we’re the same and the ways we’re different; how we benefit from working together and when we’re fine on our own; the barriers we build and the ways we look beyond our differences; the progress we’ve made and our persistence to endure.

We’ll explore how Hoosiers and Americans have thought about urban, suburban and rural differences over time and what we think about them today. We hope to spark conversations about the ways in which the futures of urban, rural and suburban Hoosiers are linked and what might be preventing us from working together.

As a proven convener and conversation starter, Indiana Humanities will push Hoosiers to look beyond the demographics of the urban-suburban-rural divides to consider the people behind the data. With programming that facilitates discussion, self-examination and fresh perspectives, Indiana Humanities will seek to help residents from all settings cross boundaries and gather to explore the opportunities and challenges we share.

WHY THIS THEME, WHY NOW?

We believe the humanities can help individuals and communities make sense of the real and perceived differences between urban, suburban and rural Hoosiers. They can provide context and lenses for analysis, as well as create space for critical inquiry, open-ended consideration and reflection.

To that end, we’ll use these animating ideas to guide our work:

How can the humanities help Hoosiers frame and understand the real and perceived differences across urban, suburban and rural lines?

What’s the particular history of how Hoosiers have related to each other across lines of urban/suburban/rural difference? How have these tensions or differences played out politically, socially, culturally, economically or environmentally?

How has Indiana responded to larger national and transnational movements (civil rights, Great Migration, industrialization, urbanization, immigration, etc.) that have shaped urban, suburban and rural communities?

What are the factors that lead some communities to embrace change and others to resist it? What lessons can we draw from the past or from across Indiana and the U.S. today?

How can the humanities help Hoosiers frame and understand the complex challenges facing communities, such as outmigration, changing job markets, the opioid crisis, talent attraction and retention and quality of life?

We are not alone in asking these questions. For instance, a 2017 Washington Post/Kaiser Family Foundation poll of rural Americans found that 7 out of 10 rural residents said their values differ from those of city dwellers. Conversely, 48 percent of urban Americans said their values differ from people in rural areas or small towns.

Several significant anniversaries and commemorations that tie to our theme, as well as the next presidential election, come during 2019-2020. These include:

the Indianapolis bicentennial

the 50th anniversary of Unigov

the 50th anniversary of the administration of one of the nation’s first black mayors, Gary’s Richard Hatcher

the 60th anniversary of legislation that led to the major wave of rural school consolidation in Indiana in the late 1960s

the centennial of the 1920 census, which was the first to show that a majority of Americans lived in cities and towns.

Here is a link a PDF of the selected tweets from me and other official "tweeters" from the event:

Sometimes it feels as if we’re coming apart at the seams. T he conclusion drawn from the near-constant polling, media commentary and academic analysis of the last few years is that Americans are polarized—divided along geographic lines or by race, by generation or by socio-economic status. Historians Kevin Kruse and Julian E. Zelizer say it all goes back to 1974, when Watergate, the end of the Vietnam War and anti-busing riots were among the many crises that rocked America. Journalist Bill Bishop, working from reams of sociological and political science data, says we started to sort ourselves into camps in 1965—between June and October, to be exact. Others go back to the 1920 census, the first to show that the majority of Americans lived in cities and towns, rather than rural areas. So what’s true? Are we more divided than ever before? If so, why is that? What, exactly, divides us? We dug into these and similar questions on Tuesday, April 23 during a special INseparable-themed Chew On This.

(Photo by Kristen Fuhs Wells)

And here is a link to a PDF of all of my tweets from the night:

Chew on This: It Was a Sellout!

More than 140 Hoosiers took part in our Chew on This: What Divides Us? dinner conversations, selling out 10 locations in nine cities on April 23. The food was great and so were the conversations, as we explored issues of race, age, poverty, immigration, the rise of social media and more. Thanks to our restaurant hosts, moderators, tweeters and everyone who attended the events in Bargersville, Batesville, Carmel, Fort Wayne, Indianapolis, New Albany, Rensselaer, South Bend and Warsaw.

2025-12-23 - Making Sense Of Your Money - Ep. 45 - Rob Burgess

2025-12-23T06:00:00.002-05:00

On Dec. 23, 2025, I was a guest on Episode 45 of the Making Sense of Your Money Podcast, hosted by Dan Pascone, founder and CEO of Tailored Wealth in Fairfield, Connecticut.

I also uploaded a copy to the Internet Archive.

"How to navigate a crypto meltdown - 'Be willing to hold on'"

2025-12-03T12:00:00.006-05:00

As a Reporter for Financial Planning Magazine, I wrote the following story, rounding up several of my cryptocurrency-related stories published in 2025:

2025-12-01 - FP - Cryptocurrency's wild ride in 2025

https://www.financial-planning.com/list/cryptocurrencys-wild-ride-in-2025

This story was included in the following LinkedIn News stories:

2025-12-01 - LinkedIn News - Serla Rusli - Bitcoin price plunges

https://www.linkedin.com/news/story/bitcoin-price-plunges-6781220/

2025-12-01 - LinkedIn News - John Tomase - Bitcoin plunges as crypto sell-off resumes

https://www.linkedin.com/news/story/bitcoin-plunges-as-crypto-sell-off-resumes-6790988/

I was also interviewed about this story by Yahoo Finance, which included the data and chart from this story:

2025-12-03 - Yahoo Finance - Hal Bundrick - How to navigate a crypto meltdown - 'Be willing to hold on'

https://finance.yahoo.com/personal-finance/investing/article/how-to-navigate-a-crypto-crash-155317977.html

2025-12-01 - FP - Leaders with Oleg Tishkevich

2025-12-01T00:30:00.003-05:00

https://www.financial-planning.com/leaders

Leaders is a forum that brings together innovators and senior voices to share their leadership experiences and perspectives on today’s most pressing topics.

In my capacity as Reporter for Financial Planning Magazine, I hosted this Leaders session:

2025-12-01 - FP - Leaders with Oleg Tishkevich

https://www.financial-planning.com/video/invent-ceo-oleg-tishkevich-sits-down-with-financial-planning-reporter-rob-burgess-for-this-leaders-session-recorded-at-advise-ai-2025-in-las-vegas

https://archive.org/details/2025-11-26-fp-leaders-with-oleg-tishkevich

Invent CEO Oleg Tishkevich sits down with Financial Planning reporter Rob Burgess for this Leaders session recorded at ADVISE AI 2025 in Las Vegas.

2025-10-29 – ADVISE AI 2025 panel moderator

2025-10-29T11:40:00.032-04:00

From Oct. 28 to 29, 2025, the second annual ADVISE AI conference was held in Las Vegas.

Here is the description:

“From prep to follow-up, AI is redefining the way advisors engage with clients—and streamline operations. In this dynamic session, we’ll explore how AI-powered tools are being integrated into every stage of the client meeting lifecycle, including pre-meeting preparation, real-time meeting assistants and note-takers, post-meeting summaries, CRM and financial planning system updates, and even action item tracking.

“Learn how leading firms are leveraging AI to increase consistency, save time, ensure compliance, and improve client satisfaction—without sacrificing the human element. Whether you're a financial advisor looking to optimize your process or a leader shaping your firm’s AI strategy, this session will provide real time use cases that are already transforming advisor workflows, leading to better efficiencies and more time spent on advice.”

Here is a video of the session: https://www.financial-planning.com/video/advise-ai-2025/ai-at-every-touchpoint-transforming-the-client-meeting-lifecycle

I have uploaded the video to the Internet Archive: https://archive.org/details/2025-10-29-fp-advise-ai-ai-at-every-touchpoint-video

And I also uploaded the photos of my panel by Jacob Kepler to the Internet Archive: https://archive.org/details/2025-ADVISE-AI-photos

*(Photos courtesy of Lawrence Sprung and Mike Wilson.)

And here are the stories I wrote about the conference before, during and after:

https://www.financial-planning.com/advise-ai

https://www.financial-planning.com/advise-ai-2025

2025-09-29 - FP - Explore the future of wealth management at ADVISE AI

https://www.financial-planning.com/news/advise-ai-conference-explores-future-of-ai-in-wealth-management

2025-10-06 - FP - ADVISE AI - Get ahead of the curve on AI innovation

https://www.financial-planning.com/news/advise-ai-get-ahead-of-the-curve-on-ai-innovation

2025-10-28 - FP - Advisors still in 'collective dabbler' stage of AI adoption – Kitces

https://www.financial-planning.com/news/advisors-still-in-collective-dabbler-stage-of-ai-adoption

2025-10-29 - FP - ADVISE AI - AI at Every Touchpoint

https://www.financial-planning.com/video/advise-ai-2025/ai-at-every-touchpoint-transforming-the-client-meeting-lifecycle

Video: https://archive.org/details/2025-10-29-fp-advise-ai-ai-at-every-touchpoint-video

Photos: https://archive.org/details/2025-ADVISE-AI-photos

2025-10-29 - FP - When it comes to how AI uses data, it's 'garbage in, garbage out'

https://www.financial-planning.com/news/when-ai-uses-data-its-garbage-in-garbage-out

2025-10-30 - FP - How advisors are using AI tools for prospecting and growth

https://www.financial-planning.com/news/how-advisors-are-using-ai-tools-for-prospecting-and-growth

2025-11-03 - FP - How AI has taken these firms 'from PDFs to planning'

https://www.financial-planning.com/news/how-ai-has-taken-advisory-firms-from-pdfs-to-planning

2025-11-04 - FP - Compliance as an AI 'brake pedal' and how firms are learning to steer

https://www.financial-planning.com/news/ai-is-here-but-how-should-advisors-best-implement-it

2025-11-06 - FP - Using agentic AI to spend better — not just more — time with clients

https://www.financial-planning.com/news/how-advisors-can-use-ai-agents-to-deepen-client-ties

2025-11-07 - FP - The unexpected ways AI note-takers 'accelerate' client connections

https://www.financial-planning.com/news/ai-note-takers-provide-deeper-understanding-development

2025-09-10 - Future Proof 2025 panel moderator

2025-09-10T09:35:00.027-04:00

From Sept. 7 to 10, 2025, the fourth annual Future Proof Festival was held in Huntington Beach, California.

(I also moderated a panel at Future Proof in 2023.)

Here is the description:

“Clients want their investments to reflect their personal values without turning their portfolios into political statements. This panel explores how to help investors define what matters most and translate it into clear, actionable portfolio decisions. You’ll learn how to deliver personalization that builds trust, keeps the focus on performance, and supports long-term client goals.”

Here is a video of the session on YouTube: https://www.youtube.com/watch?v=vst-JgMFytU

I have also uploaded this video to the Internet Archive: https://archive.org/details/future-proof-from-values-to-value-personalization-without-the-politics

*(Photos courtesy of Harris Nydick, StreetCred PR and Ethic.)

And here are the stories I wrote about the conference before, during and after:

2025-09-02 - FP - Matt Middleton on future proofing Future Proof

https://www.financial-planning.com/news/matt-middleton-on-future-proofing-future-proof

2025-09-09 - FP - How advisors can get noticed in a no-click search world

https://www.financial-planning.com/news/how-advisors-can-get-noticed-in-a-no-click-search-world

2025-09-09 - FP - Tech serving higher-value clients beats expanding capacity – Kitces

https://www.financial-planning.com/news/higher-value-client-tech-beats-expanding-capacity

2025-09-11 - FP - AI takes the spotlight as 7 fintechs pitch their products to advisors

https://www.financial-planning.com/list/future-proof-debuts-inaugural-ai-demo-drop

2025-09-15 - FP - How advisors can scale their firms with talent, organization, empathy

https://www.financial-planning.com/news/how-wealth-management-firms-can-scale-growth

2025-09-18 - FP - Why wealth firms shouldn't settle for 'mediocre' culture

https://www.financial-planning.com/news/how-financial-advisors-can-build-intentional-firm-culture

Finalist – Range of Work by a Single Author – B2B Category – 2025 Folio: Eddie and Ozzie Awards

2025-09-02T08:00:00.013-04:00

On Sept. 2, 2025, the finalists for the 2025 Folio: Eddie and Ozzie Awards were announced. (The Eddies honor the best editorial content and the Ozzies highlight the best in design.)

In my capacity as Reporter for Financial Planning Magazine, in the Range of Work by a Single Author > B2B category, I was a finalist for my entry, “An Eye on Wealth Management.”

My entry included the following stories:

2024-08-01 - FP - What advisors (and their clients) can learn from celebrity estate debacles

https://www.financial-planning.com/news/what-estate-debacles-of-aretha-franklin-james-caan-and-tony-bennett-can-teach-the-rest-of-us

2024-10-07 - FP - New CFP Board ads incite fierce backlash from advisors

https://www.financial-planning.com/news/new-cfp-board-ads-incite-fierce-backlash-from-advisors

2024-10-21 - FP - CFP Board updates ads after backlash from advisors

https://www.financial-planning.com/news/cfp-board-updates-ads-after-advisors-complaints

2025-02-06 - FP - How advisors are using podcasts to educate, engage and win clients

https://www.financial-planning.com/news/financial-advisors-use-podcasts-to-connect-win-clients

2025-02-10 - FP - These are the tools advisors prefer for creating top-notch podcasts

https://www.financial-planning.com/news/podcast-tools-advisors-prefer-for-the-best-audio-and-video

2025-07-30 – AI Virtual Summit 2025 panel moderator

2025-07-30T19:54:00.003-04:00

In my capacity as Reporter at Financial Planning Magazine, I was honored to be asked to be a moderator of the session, “Building an AI Tech Stack That Works for You and Your Clients,” on July 30, 2025 at Financial Planning's AI Virtual Summit 2025.

I hosted this session and the panelists were Parker Ence, co-founder and CEO of Jump Advisor AI; Doug Fritz, co-founder and executive chairman of F2 Strategy; Dr. Sindhu Joseph, founder and CEO of Cognicor; Oleg Tishkevich, CEO of Invent; and Timothy Welsh, president of Nexus Strategy.)

Here is a description of the summit:

Agentic AI is reshaping how Registered Investment Advisors (RIAs) operate, and those who harness it are gaining a serious competitive edge. On July 30, join us for an exclusive, half-day virtual summit that explores how autonomous AI agents and advanced analytics are enabling RIAs to deliver hyper-personalized financial advice at scale, streamline compliance, and elevate the client experience like never before.

Here is a description of the panel I moderated:

There's no debate that agentic AI has the potential to profoundly impact how financial advisors and wealth managers acquire, retain and deepen engagement with clients. What's often overlooked in the what-if scenario planning of the agentic AI era? Building an AI tech stack that works for financial advisors and their clients. In this panel discussion, industry experts will talk about why it's critical to align technology with specific workflows, compliance requirements and personalization objectives. As the talk on use cases heats up, here's what our panelists say that industry players need to consider in building their AI tech stack:

Identify business goals and use cases first, including client engagement (personalized recommendations, behavioral insights, automated reporting), advisor productivity (intelligent CRM, smart task prioritization, etc.), compliance and risk (KYC/AML monitoring and trade surveillance), and portfolio management (dynamic rebalancing, AI-driven allocation, tax optimization).

Core components of the AI tech stack, including the data layer (data sources, integration tools, warehouse or lake/lakehouse), intelligence layer (machine learning/AI models, agentic AI and model ops), and application layer (client-facing tools, advisor dashboards, conversational interfaces).

Security, compliance and ethics, including data privacy, regulatory compliance (SEC/FINRA, GDPR/CCPA adherence in data handling), explainability and bias mitigation.

Integration and interoperability, including open APIs to connect with wealth platforms, workflow compatibility, and third-party plug-ins.

Governance and monitoring, including model governance, performance monitoring and human-in-the-loop needs for higher risk recommendations or compliance review.

Testing and feedback loops, including advisor feedback, client insights on usage, satisfaction and conversion improvements, and testing for UI/UX and model performance pre-rollout.

Scalability and future-proofing your tech stack with a cloud-native architecture, modular stack and the ability to plug into large language models (LLMs) and multi-agent frameworks as the field evolves.

I uploaded the videos from the AI Virtual Summit 2025 to the Internet Archive: https://archive.org/details/ai-virtual-summit-2025

And here are the stories I wrote about the summit:

2025-08-14 - FP - How advisors could use agentic AI to deepen client engagement

https://www.financial-planning.com/news/how-agentic-ai-could-deepen-client-engagement

2025-08-19 - FP - How to build an AI tech stack that works for advisors and clients

https://www.financial-planning.com/news/building-an-ai-tech-stack-that-works-for-clients-advisors

2025-08-25 - FP - AI-powered simulation sandboxes could offer advisors a 'crystal ball'

https://www.financial-planning.com/news/ai-powered-simulation-sandboxes-coming-to-wealth-management

"How wealth managers on Long Island play the role of 'financial psychologist'"

2025-06-15T16:25:00.019-04:00

I was quoted by Brianne Ledda in her article, "How wealth managers on Long Island play the role of 'financial psychologist,'" which was published June 15, 2025 in Newsday.

Winner – Regional Bronze Award – All Content Category – Government Coverage – American Society of Business Publication Editors' (ASBPE) – 2025 Azbee Awards of Excellence – Northeast Region

2025-04-16T20:30:00.003-04:00

On Wednesday, April 16, 2025, the 2025 American Society of Business Publication Editors' (ASBPE) Northeast Region Azbee Awards Banquet was held in New York City.

Nationwide, there were 800 entries, which were judged by 83 experienced business-to-business (B2B) editors, freelancers, designers and journalism professors.

The Azbee Awards honor the best in B2B media, recognizing outstanding work by business, trade, association and professional publications across 68 categories. One of the most competitive awards programs for B2B media, the Azbees highlight editorial, online, and design excellence within print media, email newsletters and digital publishing.

Awards are given on both the regional and national levels in the All Content, Design, Online, and Print divisions and given nationally in seven Overall Excellence categories: Best Body of Work, Digital Magazine of the Year, Email Newsletter of the Year, Magazine of the Year, Project of the Year, Social Media Account of the Year, and Website of the Year.

I was honored to receive the Regional Bronze Award in the All Content Category for Government Coverage.

The three stories which comprised my entry include:

2024-08-19 - FP - Harris vs. Trump - What financial advisors are watching in their economic proposals

https://www.financial-planning.com/news/harris-and-trump-offer-differing-economic-proposals-and-financial-advisors-take-note

2024-09-12 - FP - This auto-IRA retirement bill has hope if Democrats win the House

https://www.financial-planning.com/news/if-democrats-retake-house-this-auto-ira-retirement-bill-could-pass

2024-11-11 - FP - What Trump's re-election means for portfolios, Fed rate cuts

https://www.financial-planning.com/news/what-trumps-re-election-means-for-portfolios-fed-rate-cuts

And here is the essay accompanying the entry:

“Government processes play an outsize role in financial services and wealth management. Financial advisors are beholden to multiple regulators whose focuses and aggressiveness can change in the space of a national election. Our government coverage dovetails with Financial Planning’s solutions-based philosophy to help advisors make timely and informed decisions for their clients. In particular, FP made clear the implications of the national election on portfolios, federal interest rates and potential legislation — all that have a direct bearing on investment returns and opportunities for advisors to maximize results for their investor clients. It allowed those advisors to make important decisions for clients in the run up to the election and their plans in the days, weeks and months following.”

LinkedIn post:

Finalist - Financial Planning Magazine - Best Coverage of the 2024 Election on Your Served Market - Brand Revenue of $3,000,000 to $7,000,000 - 2025 Software & Information Industry Association (SIIA) Jesse H. Neal Awards

2025-03-25T19:12:00.004-04:00

On March 25, 2025, the Jesse H. Neal Awards, B2B media industry’s oldest and most prestigious awards for content creators, announced the finalists for the 71st annual program.

Among the finalists was Financial Planning Magazine in the Best Coverage of the 2024 Election on Your Served Market - Brand Revenue of $3,000,000 to $7,000,000 category.

Here is the Financial Planning Magazine Election 2024 landing page: https://www.financial-planning.com/2024-election-coverage

I started working as a Reporter for Financial Planning Magazine on July 8, 2024. Since then, I wrote several election stories before and after the 2024 Election. Here are the stories which comprised my entry for this category:

2024-08-19 - FP - Harris vs. Trump - What financial advisors are watching in their economic proposals

https://www.financial-planning.com/news/harris-and-trump-offer-differing-economic-proposals-and-financial-advisors-take-note

2024-08-21 - FP - Market volatility and a contentious election year caused advisor confidence to plummet

https://www.financial-planning.com/news/volatility-election-uncertainty-reduce-financial-advisor-confidence

2024-09-12 - FP - This auto-IRA retirement bill has hope if Democrats win the House

https://www.financial-planning.com/news/if-democrats-retake-house-this-auto-ira-retirement-bill-could-pass

2024-09-25 - FP - Financial advisors' confidence in the economy still shaky as election looms

https://www.financial-planning.com/news/advisor-confidence-improves-slightly-but-still-down-for-year-as-election-anxiety-remains

2024-09-27 - FP - Majority of wealthy investors plan portfolio changes ahead of election, UBS finds

https://www.financial-planning.com/news/majority-of-wealthy-investors-plan-portfolio-changes-ahead-of-election-ubs-finds

LinkedIn post:

Finalist - Editorial Staff - Informa Connect - Wealth Management Magazine - Best Range of Work By a Media Brand - Brand Revenue of $3,000,000 to $7,000,000 - 2025 Software & Information Industry Association (SIIA) Jesse H. Neal Awards

2025-03-25T18:10:00.003-04:00

On March 25, 2025, the Jesse H. Neal Awards, B2B media industry’s oldest and most prestigious awards for content creators, announced the finalists for the 71st annual program.

Among the finalists was the Editorial Staff of Informa Connect's Wealth Management Magazine in the Best Range of Work By a Media Brand – Brand Revenue of $3,000,000 to $7,000,000 category.

According to the rules, "All entries (print and digital) must have been published in a publication from January 1, 2024 through December 31, 2024 and distributed to the title’s full regular circulation." I served as Technology Reporter for Wealth Management Magazine through July 8, 2024.

In addition, the issue featured was the fourth quarter 2023 issue of Wealth Management Magazine.

I wrote two of the stories featured in cover package:

2023-12-18 - WM - The Ten to Watch in 2024 - Iraklis Kourtidis

https://www.wealthmanagement.com/people/ten-watch-2024-iraklis-kourtidis

2023-12-18 - WM - The Ten to Watch in 2024 - Brian Thorp

https://www.wealthmanagement.com/people/ten-watch-2024-brian-thorp

2024-12-10 - FP - Web Seminar - Sponsor Content from AssetMark - Web Seminar - Save 11 hours a week - Elevate your practice with outsourced investment and tax management

2024-12-10T00:30:00.016-05:00

https://www.financial-planning.com/web-seminars/save-11-hours-a-week-elevate-your-practice-with-outsourced-investment-tax-management

https://archive.org/details/web-seminar-sponsor-content-from-asset-mark-web-seminar

2024-11-21 - FP – Leaders with Natalie Wolfsen

2024-11-21T12:00:00.001-05:00

https://www.financial-planning.com/leaders

Leaders is a forum that brings together innovators and senior voices to share their leadership experiences and perspectives on today’s most pressing topics.

In my capacity as Reporter for Financial Planning Magazine, I hosted this Leaders session:

2024-11-21 - FP – Leaders - Adapting to client needs in the digital age

https://www.financial-planning.com/leaders/how-financial-advisors-adapt-to-client-needs-in-a-digital-age

https://archive.org/details/leaders-adapting-to-client-needs-in-the-digital-age

The challenge for advisors lies in delivering personalization at scale that is at the level of service their clients expect. One area in which advisors can excel is in exploring how to deliver personalization using direct indexing and tax management. Natalie Wolfsen, CEO of Orion, will discuss the ways in which advisors can marry tech with personalization to build deeper connections with clients.

Honorable Mention - Best Feature Article - Trade, Association, and Business Publications International (TABPI) - 2024 Tabbie Awards

2024-08-30T16:14:00.011-04:00

On Friday, Aug. 30, 2024, the Trade, Association, and Business Publications International (TABPI) announced the winners of their 2024 Tabbie Awards.

TABPI is a global organization whose mission is “fostering b2b journalism, from local to global.” TABPI’s editorial and design awards program, the Tabbie Awards, is open to English-language b2b publications in 40 countries, and encompasses 14 editorial and design categories.

I was among those recognized with an Honorable Mention award for Best Feature Article. The story I won for was "The Growing Need For Cyber Insurance," which was published in the Third Quarter 2023 issue of Wealth Management Magazine.

2023-08-17 - WM - The Growing Need For Cyber Insurance

https://www.wealthmanagement.com/technology/growing-need-cyber-insurance

"How business journalists can build a career in the trade press"

2024-08-15T17:53:00.001-04:00

I was quoted by Naomi DuBovis in her article, "How business journalists can build a career in the trade press," which was published Aug. 15, 2024 by the Reynolds Center for Business Journalism.

Financial Planning Magazine - Reporter

2024-07-08T12:00:00.037-04:00

Rob Burgess is a 45-time award-winning journalist who has extensive experience leading newsrooms and working in television, podcasts, radio, print and online.

Most recently, he was technology reporter for Wealth Management Magazine; editor of the Wabash Plain Dealer; news editor of NUVO; managing editor of the Indiana Lawyer; and city editor, opinion page editor and Editorial Board member of the Kokomo Tribune. He was also a reporter at WFHB, the Times-Mail, The Reporter-Times, Ukiah Daily Journal and Ukiah Valley Television.

https://www.financial-planning.com/author/rob-burgess

(Note: Several of these stories were reprinted in Financial Planning Magazine's sister publications, Employee Benefit News, American Banker and National Mortgage News which are also owned by Arizent. These stories have been marked accordingly and include a separate URL.)

https://www.benefitnews.com/author/rob-burgess

https://www.americanbanker.com/author/rob-burgess

https://www.nationalmortgagenews.com/author/rob-burgess

(Note: Several of these stories were syndicated in Yahoo Finance. These stories have been marked accordingly and include a separate URL.)

Stories

2024-07-10 - FP - Paying off mortgages into retirement may make sense, advisors say

https://www.financial-planning.com/news/paying-off-mortgages-into-retirement-may-make-sense-advisors-say

Reprinted in the September 2024 issue of Financial Planning Magazine:

https://www.financial-planning.com/digital-edition/september-2024

2024-07-11 - FP - Social Security COLA expected to be lower in 2025, analyst predicts

https://www.financial-planning.com/news/smaller-social-security-cola-in-2025-analyst-predicts

2024-07-15 - FP - Auto enrollment in retirement plans can spur savings, but at what cost

https://www.financial-planning.com/news/auto-enrollment-in-retirement-plans-can-spur-savings-but-at-what-cost

2024-07-17 - FP - Advising members of devout religious communities comes with perks and challenges

https://www.financial-planning.com/news/working-with-members-of-devout-religious-communities-comes-with-perks-and-challenges-advisors-say

2024-07-18 - FP - What values-based investing means to religious clients can vary widely

https://www.financial-planning.com/news/what-values-based-investing-means-to-religious-clients-can-vary-widely

2024-07-19 - FP - FINRA plans to raise regulatory fees to stem losses

https://www.financial-planning.com/news/finra-plans-to-raise-regulatory-fees-to-stem-losses

Reprinted in Yahoo Finance:

https://finance.yahoo.com/news/finra-plans-raise-regulatory-fees-183134602.html

2024-07-22 - FP - How financial advisors navigate working with clients across the political spectrum

https://www.financial-planning.com/news/how-financial-advisors-navigate-working-with-clients-across-the-political-spectrum

Reprinted in the September 2024 issue of Financial Planning Magazine:

https://www.financial-planning.com/digital-edition/september-2024

2024-07-23 - FP - Career changers reflect on the many paths into financial planning — and offer advice on making the switch

https://www.financial-planning.com/news/career-changers-reflect-on-their-paths-to-becoming-financial-advisors-offer-advice-to-others

2024-07-24 - FP - The rewards financial advisors find working with niche clients

https://www.financial-planning.com/news/financial-advisors-who-serve-a-unique-niche-find-specialization-rewarding

2024-07-25 - FP - Raymond James' wealth unit again posts record profits, assets

https://www.financial-planning.com/news/raymond-james-wealth-unit-again-posts-record-profits-assets

2024-07-26 - FP - Giving student-athletes a running start through financial literacy

https://www.financial-planning.com/news/giving-student-athletes-a-running-start-through-financial-literacy

2024-07-29 - FP - The 15 most expensive retirement cities in the U.S.

https://www.financial-planning.com/list/the-15-most-expensive-retirement-cities-in-the-u-s

Reprinted in Employee Benefit News:

https://www.benefitnews.com/list/the-15-most-expensive-retirement-cities-in-the-u-s

2024-07-31 - FP - Clients value trustworthiness above all else when choosing an advisor — here's how advisors build that trust

https://www.financial-planning.com/news/clients-value-trustworthiness-above-all-else-when-choosing-a-financial-advisor

2024-08-01 - FP - What advisors (and their clients) can learn from celebrity estate debacles

https://www.financial-planning.com/news/what-estate-debacles-of-aretha-franklin-james-caan-and-tony-bennett-can-teach-the-rest-of-us

Reprinted in the October 2024 issue of Financial Planning Magazine:

https://www.financial-planning.com/magazine/financial-planning-october-2024

2024-08-02 - FP - How advisors can best serve clients who are new widows or widowers

https://www.financial-planning.com/news/how-advisors-can-serve-clients-who-are-new-widows-or-widowers

2024-08-06 - FP - Proactive comms can keep jittery clients from blowing up inboxes during market turns

https://www.financial-planning.com/news/proactive-communication-during-market-downturns-can-ease-nervous-clients

2024-08-08 - FP - A proactive approach to long-term care planning can pay off for clients

https://www.financial-planning.com/news/a-proactive-approach-to-long-term-care-planning-can-pay-off-for-clients

Reprinted in Employee Benefit News:

https://www.benefitnews.com/news/a-proactive-approach-to-long-term-care-planning-can-pay-off-for-clients

Reprinted in the October 2024 issue of Financial Planning Magazine:

https://www.financial-planning.com/magazine/financial-planning-october-2024

2024-08-09 - FP - Compound Planning's tech-driven approach fuels 80% AUM growth in one year

https://www.financial-planning.com/news/compound-plannings-tech-driven-approach-fuels-80-aum-growth-in-under-a-year

2024-08-13 - FP - Crux Wealth Advisors launches with $1B in AUM, more on the way

https://www.financial-planning.com/news/crux-wealth-advisors-launches-with-1b-in-aum

2024-08-13 - FP - The 20 ETFs with the biggest inflows of July 2024

https://www.financial-planning.com/list/the-20-etfs-with-the-biggest-inflows-of-july-2024

2024-08-14 - FP - Falling inflation figures could mean an even smaller Social Security COLA in 2025

https://www.financial-planning.com/news/falling-inflation-figures-could-mean-an-even-smaller-social-security-cola-in-2025

Reprinted in Employee Benefit News:

https://www.benefitnews.com/news/falling-inflation-figures-could-mean-an-even-smaller-social-security-cola-in-2025

2024-08-15 - FP - The 20 ETFs with the biggest outflows of July 2024

https://www.financial-planning.com/list/the-20-etfs-with-the-biggest-outflows-of-july-2024

2024-08-16 - FP - How the Fed's expected interest rate cut may affect client portfolios

https://www.financial-planning.com/news/how-the-expected-federal-reserve-interest-rate-cut-may-affect-client-portfolios

2024-08-19 - FP - Harris vs. Trump - What financial advisors are watching in their economic proposals

https://www.financial-planning.com/news/harris-and-trump-offer-differing-economic-proposals-and-financial-advisors-take-note

2024-08-22 - FP - How financial advisors can assist clients in successfully navigating career changes

https://www.financial-planning.com/news/how-financial-advisors-can-assist-clients-in-successfully-navigating-a-career-change

Reprinted in Employee Benefit News:

https://www.benefitnews.com/news/how-financial-advisers-can-assist-clients-in-successfully-navigating-career-changes

2024-08-27 - FP - Back-to-school is a reminder for financial advisors to review clients' educational savings goals

https://www.financial-planning.com/news/back-to-school-is-a-reminder-for-financial-advisors-to-review-clients-educational-savings-goals

2024-08-28 - FP - Global economy slowing, but not in recession, says report

https://www.financial-planning.com/news/global-economy-slowing-but-not-in-recession-says-report

2024-08-29 - FP - How advisors help clients plan for pricey wedding tabs

https://www.financial-planning.com/news/how-advisors-help-clients-plan-for-this-wedding-season

2024-08-30 - FP - How advisors can protect older clients from financial scams

https://www.financial-planning.com/news/how-advisors-can-protect-elderly-clients-from-being-scammed

2024-09-05 - FP - Reduce client regrets on retirement savings with these tips

https://www.financial-planning.com/news/rolling-past-roadblocks-to-reduce-retirement-regrets

Reprinted in Employee Benefit News:

https://www.benefitnews.com/news/rolling-past-roadblocks-to-reduce-retirement-regrets

2024-09-05 - FP - 2024 Innovation Awards - Innovation in Lead Generation Technology — WEALTHAWK

https://www.financial-planning.com/news/2024-financial-planning-innovation-award-for-lead-generation-goes-to-wealthawk

2024-09-05 - FP - Former athletes can win big by tackling careers in financial advice

https://www.financial-planning.com/news/the-highs-and-lows-of-athletes-becoming-financial-advisors

2024-09-06 - FP - Financial planning as a perk opens doors for advisors

https://www.financial-planning.com/news/financial-planning-becoming-more-popular-employer-perk

Reprinted in the November to December 2024 issue of Financial Planning Magazine:

https://www.financial-planning.com/digital-edition/november-december-2024

2024-09-10 - FP - How financial advisors are using AI — and what their clients think about it

https://www.financial-planning.com/news/how-financial-advisors-use-ai-in-their-practices-and-how-clients-feel-about-it

2024-09-11 - FP - How advisors can ease client fears of outliving retirement income

https://www.financial-planning.com/news/how-advisors-can-ease-client-fears-of-outliving-retirement-income

2024-09-12 - FP - This auto-IRA retirement bill has hope if Democrats win the House

https://www.financial-planning.com/news/if-democrats-retake-house-this-auto-ira-retirement-bill-could-pass

2024-09-16 - FP - Prudential kicks off advisor program to better serve Hispanic clients

https://www.financial-planning.com/news/prudential-kicks-off-advisor-program-to-better-serve-hispanic-clients

2024-09-17 - FP - How advisors should communicate the expected Fed rate cut to clients

https://www.financial-planning.com/news/how-advisors-can-talk-about-the-fed-rate-cut-with-clients

2024-09-18 - FP - As Fed announces half-point rate drop, advisors change investment strategies

https://www.financial-planning.com/news/how-advisors-are-changing-investment-strategies-as-the-fed-begins-lowering-rates

2024-09-18 - FP - Advisor strategies for optimizing cash management

https://www.financial-planning.com/news/advisor-strategies-for-optimizing-cash-management

2024-09-19 - FP - The most overlooked aspect of estate planning, and how to address it

https://www.financial-planning.com/news/digital-assets-are-often-overlooked-in-estate-planning

2024-09-26 - FP - Goldman study emphasizes the power of a retirement plan

https://www.financial-planning.com/news/helping-retirement-savers-plan-encourages-stability-and-satisfaction

Re-printed in Employee Benefit News:

https://www.benefitnews.com/news/helping-retirement-savers-plan-encourages-stability-and-satisfaction

2024-09-27 - FP - Majority of wealthy investors plan portfolio changes ahead of election, UBS finds

https://www.financial-planning.com/news/majority-of-wealthy-investors-plan-portfolio-changes-ahead-of-election-ubs-finds

2024-10-01 - FP - Business owners decidedly keep estate plans quiet — here's why

https://www.financial-planning.com/news/business-owners-decidedly-keep-estate-plans-quiet-heres-why

2024-10-02 - FP - Skeptical on Social Security, younger workers shift to personal retirement accounts

https://www.financial-planning.com/news/skeptical-on-social-security-younger-workers-shift-to-personal-retirement-accounts

Re-printed in Employee Benefit News:

https://www.benefitnews.com/news/skeptical-on-social-security-younger-workers-shift-to-personal-retirement-accounts

Reprinted in the November to December 2024 issue of Financial Planning Magazine:

https://www.financial-planning.com/digital-edition/november-december-2024

2024-10-03 - FP - Why clients would rather talk politics than money with their kids

https://www.financial-planning.com/news/why-clients-would-rather-talk-politics-than-money-with-their-kids

2024-10-04 - FP - Single-stock ETFs a double-edged sword

https://www.financial-planning.com/news/single-stock-etfs-a-double-edged-sword

Reprinted in the November to December 2024 issue of Financial Planning Magazine:

https://www.financial-planning.com/digital-edition/november-december-2024

2024-10-07 - FP - New CFP Board ads incite fierce backlash from advisors

https://www.financial-planning.com/news/new-cfp-board-ads-incite-fierce-backlash-from-advisors

2024-10-10 - FP - 'Diet' COLA - Advisors talk to clients about the lowest increase in years

https://www.financial-planning.com/news/diet-cola-advisors-talk-to-clients-about-the-lowest-increase-in-years

Re-printed in Employee Benefit News:

https://www.benefitnews.com/news/diet-cola-advisers-talk-to-clients-about-the-lowest-increase-in-years

2024-10-15 - FP - Training advisors wish they had when they entered the profession

https://www.financial-planning.com/news/osaic-training-program-offers-skills-advisors-need-early-in-careers

2024-10-17 - FP - How financial advisors want the Social Security shortfall handled

https://www.financial-planning.com/news/financial-advisors-prefer-higher-taxes-on-some-to-shore-up-social-security

Reprinted in the November to December 2024 issue of Financial Planning Magazine:

https://www.financial-planning.com/digital-edition/november-december-2024

2024-10-18 - FP - Many advisors still wary nearly a year after spot bitcoin ETFs approved

https://www.financial-planning.com/news/financial-advisors-wary-a-year-after-spot-bitcoin-etfs-approved

2024-10-21 - FP - CFP Board updates ads after backlash from advisors

https://www.financial-planning.com/news/cfp-board-updates-ads-after-advisors-complaints

2024-10-22 - FP - Why do so many advisors lack estate plans

https://www.financial-planning.com/news/why-so-many-advisors-lack-an-estate-plan-and-what-can-be-done

2024-10-23 - FP - Here are the election outcomes financial advisors are hoping for

https://www.financial-planning.com/news/here-are-the-election-outcomes-financial-advisors-hope-for

2024-10-24 - FP - Ameriprise's 'excellent quarter' hits $1T in client assets

https://www.financial-planning.com/news/ameriprise-financials-total-client-assets-set-record-of-1t

2024-10-29 - FP - Tips on passing the CFP exam from those who have been there

https://www.financial-planning.com/news/tips-on-passing-the-cfp-exam-from-those-who-have-been-there

2024-10-30 - FP - Some advisors say business interests trump personal politics at the voting booth

https://www.financial-planning.com/news/some-advisors-say-business-interests-trump-personal-politics-at-the-voting-booth

2024-11-01 - FP - What's sparking 16 quarters of annuity sales growth

https://www.financial-planning.com/news/annuity-sales-mark-the-16th-consecutive-quarter-of-growth

2024-11-05 - FP - Easing the financial frustration of the 'sandwich' Gen Xers

https://www.financial-planning.com/news/understanding-generation-xs-financial-frustrations

2024-11-06 - FP - Portfolio allocations to personal freedoms - Post-election client concerns

https://www.financial-planning.com/news/portfolio-allocations-to-personal-freedoms-post-election-client-concerns

2024-11-07 - FP - Envestnet partners with Axos Clearing on managed account integration

https://www.financial-planning.com/news/envestnet-partners-with-axos-clearing-on-managed-account-integration

2024-11-08 - FP - Women find financial advisors via trusted networks, study shows

https://www.financial-planning.com/news/most-women-clients-seek-advisor-referrals-from-other-women

2024-11-11 - FP - What Trump's re-election means for portfolios, Fed rate cuts

https://www.financial-planning.com/news/what-trumps-re-election-means-for-portfolios-fed-rate-cuts

2024-11-12 - FP - Financial advisors find fulfillment in pro bono planning work

https://www.financial-planning.com/news/financial-advisors-find-fulfillment-in-pro-bono-planning-work

2024-11-13 - FP - Dislike and unsubscribe - Advisors on combating misleading social media advice

https://www.financial-planning.com/news/dislike-unsubscribe-advisors-on-combating-finfluencers

Reprinted in Yahoo Finance:

https://finance.yahoo.com/news/dislike-unsubscribe-advisors-combating-misleading-214429732.html

2024-11-15 - FP - What do Trump's reelection, Fed rate cuts mean for small-caps

https://www.financial-planning.com/news/what-trumps-election-fed-rate-cuts-mean-for-small-caps

2024-11-18 - FP - Zeplyn raises $3M for its AI assistant for financial advisors

https://www.financial-planning.com/news/zeplyn-raises-3m-for-its-ai-assistant-for-financial-advisors

2024-11-19 - FP - How Robinhood's TradePMR acquisition changes the industry

https://www.financial-planning.com/news/how-robinhoods-tradepmr-acquisition-changes-the-industry

2024-11-20 - FP - LPL's AI Advisor Solutions includes four popular vendors

https://www.financial-planning.com/news/lpls-ai-advisor-solutions-includes-four-popular-vendors

2024-11-22 - FP - Clients want more from financial services apps, websites

https://www.financial-planning.com/news/clients-want-more-from-financial-services-apps-websites

2024-11-25 - FP - The future of sustainable investing in Trump's second term

https://www.financial-planning.com/news/the-future-of-sustainable-investing-in-trumps-second-term

2024-11-26 - FP - Fidelity's client-cash plans draw industry ire

https://www.financial-planning.com/news/fidelitys-client-cash-plans-draw-industry-ire

Re-printed in Employee Benefit News:

https://www.benefitnews.com/news/fidelitys-client-cash-plans-draw-industry-ire

2024-11-27 - FP - Goldman Sachs on what 2025 might bring for markets

https://www.financial-planning.com/news/goldman-sachs-on-what-2025-might-bring-for-markets

2024-12-02 - FP - Short-term bonds on the rise as interest rates decline

https://www.financial-planning.com/news/short-term-bonds-on-the-rise-as-interest-rates-decline

2024-12-04 - FP - Models slowly but surely gaining ground with advisors, Cerulli says

https://www.financial-planning.com/news/models-adoption-rises-with-financial-advisors-cerulli-says

2024-12-05 - FP - Morningstar looks at rate cuts, private markets, AI in 2025

https://www.financial-planning.com/news/morningstar-looks-at-rate-cuts-private-markets-ai-in-2025

2024-12-06 - FP - From LinkedIn to Reddit, the social media strategies that work for advisors

https://www.financial-planning.com/news/from-linkedin-to-reddit-the-social-media-strategies-that-work-for-advisors

2024-12-09 - FP - Trash or treasure - Dumped index stocks could be investing opportunity

https://www.financial-planning.com/news/trash-or-treasure-dumped-index-stocks-could-be-investing-opportunity

Reprinted in Yahoo Finance:

https://finance.yahoo.com/news/trash-treasure-dumped-index-stocks-231933883.html

2024-12-10 - FP - Editorial Staff - 20 people who will shape wealth management in 2025

https://www.financial-planning.com/list/20-in-2025-change-makers-to-watch-in-wealth-management

(I wrote the profiles for Nicole Casperson, David O. Sacks, Jay Clayton, Rich Steinmeier and Sheryl Hickerson.)

2024-12-11 - FP - How advisors guide clients with year-end charitable giving

https://www.financial-planning.com/news/how-advisors-guide-clients-with-year-end-charitable-giving

2024-12-12 - FP - How a newly unified GOP government will affect ETFs

https://www.financial-planning.com/news/how-a-newly-unified-gop-government-will-affect-etfs

Reprinted in Yahoo Finance:

https://finance.yahoo.com/news/newly-unified-gop-government-affect-230227840.html

2024-12-13 - FP - Direct investor platforms grow as wirehouses shrink

https://www.financial-planning.com/news/direct-investor-platforms-grow-as-wirehouses-shrink

2024-12-16 - FP - 10 key stories on AI and wealth management in 2024

https://www.financial-planning.com/list/10-key-stories-on-ai-and-wealth-management-in-2024

2024-12-17 – FP - Editorial Staff - 2025 expert predictions - The year ahead for wealth management

https://www.financial-planning.com/list/what-top-experts-predict-for-wealth-management-in-2025

2024-12-18 - FP - New TIFIN Give feature allows for public DAF campaigns

https://www.financial-planning.com/news/new-tifin-give-feature-allows-for-public-daf-campaigns

2024-12-19 - FP - Sustainable investors expect sector growth, but not from them

https://www.financial-planning.com/news/sustainable-investors-expect-sector-growth-but-not-from-them

2024-12-20 - FP - Using SEO to boost passive lead generation for advisors

https://www.financial-planning.com/news/using-seo-to-boost-passive-lead-generation-for-advisors

2024-12-23 - FP - Expert predictions for wealthtech and financial planning in 2025

https://www.financial-planning.com/list/expert-predictions-for-wealthtech-and-financial-planning-in-2025

2024-12-24 - FP - Advisors, clients want to know where the gold is at in 2025

https://www.financial-planning.com/news/advisors-clients-want-to-know-where-the-gold-is-at-in-2025

2024-12-26 - FP - 10 experts predict what's next for investing in 2025

https://www.financial-planning.com/list/10-experts-predict-whats-next-for-investing-in-2025

2024-12-27 - FP - Will alternative investments go mainstream in 2025

https://www.financial-planning.com/news/will-alternative-investments-go-mainstream-in-2025

Reprinted in Yahoo Finance:

https://finance.yahoo.com/news/alternative-investments-mainstream-2025-193409536.html

2024-12-30 - FP - 10 key investment strategy stories of 2024

https://www.financial-planning.com/list/10-key-investment-strategy-stories-of-2024

2025-01-02 - FP - Crypto in client portfolios - Advisors on bitcoin, 1 year after ETF approval

https://www.financial-planning.com/news/crypto-in-client-portfolios-advisors-on-bitcoin-1-year-after-etf-approval

2025-01-03 - FP - CFAs, other advisors optimistic about AI — with some reservations

https://www.financial-planning.com/news/cfas-other-advisors-optimistic-about-ai-with-some-reservations

2025-01-06 - FP - Citi Wealth hires ex-J.P. Morgan advisory head for new role

https://www.financial-planning.com/news/citi-wealth-hires-ex-j-p-morgan-advisory-head-for-new-role

2025-01-07 - FP - Firms increasing their tech spending, especially on AI

https://www.financial-planning.com/news/firms-increasing-their-tech-spending-especially-on-ai

Reprinted in Yahoo Finance:

https://finance.yahoo.com/news/firms-increasing-tech-spending-especially-224039730.html

2025-01-08 - FP - Finserv firms view AI tools as important but lack proper oversight

https://www.financial-planning.com/news/finserv-firms-view-ai-tools-as-important-but-lack-proper-oversight

2025-01-14 - FP - A 'very hard soft landing' - Fidelity's 2025 economic forecast

https://www.financial-planning.com/news/jpmorgan-chase-reports-flat-financial-advisor-headcount

Reprinted in Yahoo Finance:

https://finance.yahoo.com/news/very-hard-soft-landing-fidelitys-203547180.html

2025-01-15 - FP - JPMorgan advisor headcount remains steady

https://www.financial-planning.com/news/jpmorgan-chase-reports-flat-financial-advisor-headcount

2025-01-16 - FP - Preparing clients for natural disasters and other emergencies

https://www.financial-planning.com/news/preparing-clients-for-natural-disasters-and-other-emergencies

2025-01-21 - FP - How to help clients plan for the high costs of long-term health care

https://www.financial-planning.com/news/how-to-help-clients-plan-for-the-high-costs-of-long-term-health-care

2025-01-21 - FP - A health care planning checklist for financial advisors

https://www.financial-planning.com/list/a-health-care-planning-checklist-for-financial-advisors

2025-01-22 - FP - Expanded offerings draw prospects, advisors say

https://www.financial-planning.com/news/expanded-offerings-draw-prospects-advisors-say

2025-01-24 - FP - Impact investors push human capital in lieu of DEI

https://www.financial-planning.com/news/impact-investors-push-human-capital-in-lieu-of-dei

2025-01-28 - FP - How advisors are approaching digital marketing in 2025

https://www.financial-planning.com/news/how-advisors-are-approaching-digital-marketing-in-2025

2025-01-29 - FP - Decoding the mixed crypto signals in Trump's new term

https://www.financial-planning.com/news/decoding-the-mixed-crypto-signals-in-trumps-new-term

2025-01-30 - FP - Orion, Pontera announce expanded integration to help with held-away assets

https://www.financial-planning.com/news/orion-pontera-announce-expanded-integration-to-help-with-held-away-assets

2025-01-31 - FP - Advisors look to diversify after DeepSeek's rise, Trump's AI directive

https://www.financial-planning.com/news/advisors-look-to-diversify-after-deepseeks-rise-trumps-ai-directive

2025-02-03 - FP - Developing empathy with pro bono clients, even when it's hard

https://www.financial-planning.com/news/developing-empathy-with-pro-bono-clients-even-when-its-hard

2025-02-04 - FP - Trump tariff uncertainty rattles clients as advisors look for hedges

https://www.financial-planning.com/news/financial-advisors-start-to-hedge-as-trump-adds-tariffs

2025-02-05 - FP - Tech spending on the rise while advisors use just 60% of their tools

https://www.financial-planning.com/news/orion-survey-says-advisors-plan-more-tech-spending

2025-02-06 - FP - How advisors are using podcasts to educate, engage and win clients

https://www.financial-planning.com/news/financial-advisors-use-podcasts-to-connect-win-clients

2025-02-10 - FP - These are the tools advisors prefer for creating top-notch podcasts

https://www.financial-planning.com/news/podcast-tools-advisors-prefer-for-the-best-audio-and-video

2025-02-12 - FP - Financial advisors could get CE credit for giving back under CFP proposal

https://www.financial-planning.com/news/financial-advisors-could-get-ce-credit-for-giving-back-under-cfp-proposal

2025-02-19 - FP - Organic growth to take center stage at T3 conference

https://www.financial-planning.com/news/organic-growth-to-take-center-stage-at-t3-conference

2025-02-20 - FP - AI scams are getting harder to spot. How advisors can help

https://www.financial-planning.com/news/ai-scams-are-getting-harder-to-spot-how-advisors-can-help

2025-02-21 - FP - Value versus growth stocks - How advisors are guiding clients

https://www.financial-planning.com/news/value-versus-growth-stocks-how-advisors-are-guiding-clients

2025-02-25 - FP - Helping clients choose between DAFs and private foundations

https://www.financial-planning.com/news/helping-clients-choose-between-dafs-and-private-foundations

2025-02-25 - FP - Keeping the kids - An advisor's guide to retaining next-gen clients

https://www.financial-planning.com/news/keeping-the-kids-an-advisors-guide-to-retaining-next-gen-clients

2025-02-27 - FP - Advisors are getting more comfortable with AI, with exceptions

https://www.financial-planning.com/news/advisors-are-getting-more-comfortable-with-ai-with-exceptions

2025-02-28 - FP - CFP Board addresses AI risk with new ethics guide

https://www.financial-planning.com/news/cfp-board-addresses-ai-risk-with-new-ethics-guide

2025-03-04 - FP - Wealth firms should rescue client experience from the margins, experts urge

https://www.financial-planning.com/news/wealth-firms-should-rescue-client-experience-from-the-margins-experts-urge

2025-03-05 - FP - AI adoption surging in wealth management, T3 survey shows

https://www.financial-planning.com/news/ai-adoption-surging-in-wealth-management-t3-survey-shows

2025-03-06 - FP - Wealth firms likely to 'take the plunge' on AI strategy this year - T3 panel

https://www.financial-planning.com/news/wealth-firms-likely-to-take-the-plunge-on-ai-strategy-this-year-t3-panel

2025-03-07 - FP - The T3 announcements that wealth managers should know

https://www.financial-planning.com/list/the-t3-announcements-that-wealth-managers-should-know

2025-03-13 - FP - AI for advisor growth - FINNY attracts industry leaders

https://www.financial-planning.com/news/ai-for-advisor-growth-finny-attracts-industry-leaders

2025-03-18 - FP - What's next for AI in wealthtech

https://www.financial-planning.com/news/whats-next-for-ai-in-wealthtech

2025-03-18 - FP - When wealth firms finally admit they need a CTO

https://www.financial-planning.com/news/when-wealth-firms-finally-admit-they-need-a-cto

2025-03-19 - FP - Wealth in the age of AI - What experts hope for — and what they fear

https://www.financial-planning.com/list/wealth-in-the-age-of-ai-what-experts-hope-for-and-what-they-fear

2025-03-20 - FP - How advisors can use ABLE accounts for disabled clients

https://www.financial-planning.com/news/how-advisors-can-use-able-accounts-for-disabled-clients

2025-03-21 - FP - Flourish deal will give RIAs tools to compete with banks on lending

https://www.financial-planning.com/news/flourish-deal-will-give-rias-tools-to-compete-with-banks-on-lending

2025-03-24 - FP - AI tools Jump and Zocks gain funding and advisor fans

https://www.financial-planning.com/news/ai-tools-jump-and-zocks-gain-funding-and-advisor-fans

2025-03-24 - FP - Coping with brutal Efficiency - How advisors are helping federal workers

https://www.financial-planning.com/news/coping-with-brutal-efficiency-how-advisors-are-helping-federal-workers

2025-03-25 - FP - A checklist for advisors assisting federal employees

https://www.financial-planning.com/list/a-checklist-for-advisors-assisting-federal-employees

2025-03-27 - FP - How advisors can help clients with opioid use disorder

https://www.financial-planning.com/news/how-advisors-can-help-clients-with-opioid-use-disorder

2025-03-31 - FP - Why and how wealth firms should own their data

https://www.financial-planning.com/news/why-and-how-wealth-management-firms-should-own-their-data

2025-04-01 - FP - This is the biggest cybersecurity vulnerability firms face

https://www.financial-planning.com/news/this-is-the-biggest-cybersecurity-threat-for-wealth-firms

2025-04-02 - FP - The financial planning applications advisors can't do without

https://www.financial-planning.com/news/the-financial-planning-applications-advisors-cant-do-without

2025-04-03 - FP - Advisors reassess strategies in response to reciprocal tariffs

https://www.financial-planning.com/news/advisors-reassess-strategies-in-response-to-reciprocal-tariffs

2025-04-07 - FP - We've been here before - Advisors share lessons from past financial crises

https://www.financial-planning.com/news/what-advisors-learned-from-previous-financial-crises

Re-published in American Banker:

https://www.americanbanker.com/news/what-advisors-learned-from-previous-financial-crises

2025-04-11 - FP - How advisors' daily routines do and don't change during crises

https://www.financial-planning.com/news/how-advisors-daily-routines-do-and-dont-change-during-crises

2025-04-14 - FP - Interest in faith-based investing is high, but awareness is low

https://www.financial-planning.com/news/faith-based-investing-appeals-to-many-investors

2025-04-16 - FP - Nobody wins when family fights - How advisors reduce conflict

https://www.financial-planning.com/news/nobody-wins-when-family-fights-how-advisors-reduce-conflict

2025-04-23 - FP - Internal AI tools on the rise, with Raymond James at the forefront

https://www.financial-planning.com/news/internal-ai-tools-on-the-rise-with-raymond-james-at-the-forefront

2025-04-29 - FP - How financial advisors can buy a wealth book of business

https://www.financial-planning.com/news/how-financial-advisors-can-buy-a-wealth-book-of-business

2025-04-30 - FP - Advisors clamor for estate planning tools as attorneys wave red flags

https://www.financial-planning.com/news/advisors-clamor-for-estate-planning-tools-as-attorneys-wave-red-flags

2025-05-01 - FP - How much time is AI saving advisors - And how do they spend it

https://www.financial-planning.com/news/how-much-time-ai-saves-advisors-and-how-they-spend-it

2025-05-02 - FP - Clients value advisor relationships over investment advice, study shows

https://www.financial-planning.com/news/clients-value-advisor-relationships-over-investment-advice

2025-05-07 - FP - The AI split - Half of firms embrace the tech, while half hesitate

https://www.financial-planning.com/news/the-ai-split-half-of-firms-embrace-the-tech-while-half-hesitate

2025-05-14 - FP - AI a small part of wealth firm budgets, but that may change

https://www.financial-planning.com/news/ai-a-small-part-of-wealth-firm-budgets-but-that-may-change

2025-05-15 - FP - Diversification through luxury watches - Advisors have thoughts

https://www.financial-planning.com/news/diversification-through-luxury-watches-advisors-have-thoughts

2025-05-16 - FP - Some advisors rage against the machine learning

https://www.financial-planning.com/news/some-advisors-rage-against-the-machine-learning

2025-05-23 - FP - Advisors share go-to strategies for connecting with women clients

https://www.financial-planning.com/news/advisors-share-go-to-strategies-for-connecting-with-women-clients

2025-05-25 - FP - Will advisors add AI avatars to their communication toolkit?

https://www.financial-planning.com/news/will-advisors-add-ai-avatars-to-their-communication-toolkit

Video: https://archive.org/details/will-advisors-add-ai-avatars-to-their-communication-toolkit-video

2025-06-03 - FP - FP Alpha debuts Estate Insights 2.0

https://www.financial-planning.com/news/fp-alpha-debuts-estate-insights-2-0

2025-06-04 - FP - Affluent investors prefer 'fee-based' planning — but do they understand it

https://www.financial-planning.com/news/affluent-investors-favor-fee-based-if-they-understand-it

2025-06-10 - FP - Advisor offices in residences doubled, with never again 9-5 attitude rising

https://www.financial-planning.com/news/advisor-offices-in-residences-doubled-in-last-eight-years

2025-06-11 - FP - FPA's new online tool aims to help advisors boost behavioral skills

https://www.financial-planning.com/news/fpas-new-online-tool-aims-to-help-advisors-boost-behavioral-skills

2025-06-12 - FP - Using AI to write that client email - Think twice

https://www.financial-planning.com/news/using-ai-to-write-that-client-email-think-twice

2025-06-13 - FP - CFP Board taking deeper dive on AI guidance in financial planning

https://www.financial-planning.com/news/cfp-board-forms-ai-working-group

2025-06-16 - FP - New tools for donor-advised funds tap the social aspect of giving

https://www.financial-planning.com/news/new-tools-for-donor-advised-funds-tap-the-social-aspect-of-giving

2025-06-18 - FP - Envestnet partners with asset managers to provide alts access in model portfolios

https://www.financial-planning.com/news/envestnet-partners-with-asset-managers-to-provide-alts-access-in-model-portfolios

2025-06-20 - FP - AI-powered search is re-writing SEO rules, and advisors must adjust

https://www.financial-planning.com/news/ai-powered-search-is-re-writing-seo-rules-and-advisors-must-adjust

2025-06-24 - FP - AI-powered firm's tech could expand planning market exponentially

https://www.financial-planning.com/news/ai-financial-planning-platform-quinn-set-to-disrupt-market

2025-06-24 - FP - Aaron Klein's new firm has an agenda - 'Kill bad meetings'

https://www.financial-planning.com/news/ex-nitrogen-ceos-contio-uses-ai-to-combat-useless-meetings

2025-06-25 - FP - As access to alts expands, here's why some advisors remain cautious

https://www.financial-planning.com/news/as-alternatives-access-expands-some-advisors-remain-wary

2025-06-26 - FP - Volatility breeds interest in fixed-income stability

https://www.financial-planning.com/news/volatility-breeds-interest-in-fixed-income-investments

2025-07-01 - FP - How advisors can reduce estate planning conflicts in 4 steps

https://www.financial-planning.com/news/how-advisors-can-reduce-estate-planning-conflicts-in-4-steps

2025-07-04 - FP - When AI shortcuts backfire on advisors

https://www.financial-planning.com/news/when-ai-wastes-more-time-than-it-saves-for-advisors

2025-07-07 - FP - Can luxury handbags make for valuable 'clutch' investments

https://www.financial-planning.com/news/designer-handbags-collectibles-or-investments

2025-07-09 - FP - The 'granular' investing strategy with big tax savings for HNW clients

https://www.financial-planning.com/news/why-direct-indexing-is-gaining-ground-with-some-advisors

2025-07-16 - FP - CFP Board picks Ph.D. advisor as 2026 chair-elect

https://www.financial-planning.com/news/cfp-board-picks-ph-d-advisor-as-2026-chair-elect

2025-07-17 - FP - The highs and lows of having pro athletes as clients

https://www.financial-planning.com/news/the-highs-and-lows-of-having-pro-athletes-as-clients

2025-07-22 - FP - Biggest compliance headache today - AI use, survey says

https://www.financial-planning.com/news/ai-use-tops-advisor-compliance-headaches-for-first-time

2025-07-22 - FP - New estate planning tool takes advisors beyond 'dumb vaults'

https://www.financial-planning.com/news/carefulls-legacykit-looks-beyond-dumb-vaults

2025-07-23 - FP - Should collectible cars drive an investment portfolio?

https://www.financial-planning.com/news/collectible-cars-and-investment-strategy

2025-07-24 - FP - Raymond James wealth assets up as advisor recruiting surges

https://www.financial-planning.com/news/raymond-james-recruiting-surges-during-market-turmoil

2025-07-25 - FP - How transitioning advisors use tech to retain clients

https://www.financial-planning.com/news/how-advisors-use-technology-to-retain-clients-during-transitions

2025-07-29 - FP - Women clients want clarity, not jargon. Here's how to deliver

https://www.financial-planning.com/news/heres-what-women-are-sick-of-hearing-from-advisors

2025-07-31 - FP - How to get the best ROI on your firm's conference swag

https://www.financial-planning.com/news/how-to-get-the-best-roi-on-your-firms-conference-swag

2025-08-06 - FP - Should clients take a shot at investing in whiskey?

https://www.financial-planning.com/news/whiskey-as-an-alternative-investment-for-wealth-clients

2025-08-07 - FP - How financial advisors can help clients who want to move abroad

https://www.financial-planning.com/news/how-financial-advisors-can-help-clients-move-abroad

2025-08-08 - FP - What to do when a client shares suicidal thoughts

https://www.financial-planning.com/news/how-advisors-can-respond-to-suicidal-ideation-in-clients

2025-08-08 - FP - Exclusive - Steward Partners acquires $481M RIA

https://www.financial-planning.com/news/steward-partners-acquires-481m-aum-longbridge

2025-08-11 - FP - Posthumous AI avatars are here. Estate planning needs to adjust

https://www.financial-planning.com/news/posthumous-ai-avatars-are-here-estate-planning-needs-to-adjust

2025-08-15 - FP - Scoring a stake - Some clients want a piece of pro sports action

https://www.financial-planning.com/news/fractional-sports-ownership-demands-careful-due-diligence

2025-08-26 - FP - Family values - How teaming with relatives gives advisors an edge

https://www.financial-planning.com/news/never-mix-family-and-business-dont-tell-these-advisors

2025-08-28 - FP - Liquid assets - How fine wine can age well as an investment

https://www.financial-planning.com/news/how-fine-wine-investments-can-offer-clients-liquidity

2025-08-29 - FP - Avoiding the pitfalls of windfalls, from lotteries to inheritance

https://www.financial-planning.com/news/from-lottery-wins-to-inheritance-how-to-help-clients-with-windfalls

2025-09-04 - FP - How AI is disrupting the first rung of the advisor career ladder

https://www.financial-planning.com/news/advisors-say-ai-wont-kill-entry-level-roles

2025-09-05 - FP - As SEC launches AI Task Force, here's what advisors should know

https://www.financial-planning.com/news/what-advisors-should-know-as-sec-launches-ai-task-force

2025-09-09 - FP - How advisors can get noticed in a no-click search world

https://www.financial-planning.com/news/how-advisors-can-get-noticed-in-a-no-click-search-world

2025-09-09 - FP - Tech serving higher-value clients beats expanding capacity – Kitces

https://www.financial-planning.com/news/higher-value-client-tech-beats-expanding-capacity

2025-09-10 - FP - Future Proof - From Values to Value Personalization Without the Politics

https://www.youtube.com/watch?v=vst-JgMFytU

Clients want their investments to reflect their personal values without turning their portfolios into political statements. This panel explores how to help investors define what matters most and translate it into clear, actionable portfolio decisions. You’ll learn how to deliver personalization that builds trust, keeps the focus on performance, and supports long-term client goals.

2025-09-11 - FP - AI takes the spotlight as 7 fintechs pitch their products to advisors

https://www.financial-planning.com/list/future-proof-debuts-inaugural-ai-demo-drop

2025-09-15 - FP - How advisors can scale their firms with talent, organization, empathy

https://www.financial-planning.com/news/how-wealth-management-firms-can-scale-growth

2025-09-17 - FP - Strong social media policies shield wealth firms from potential fallout

https://www.financial-planning.com/news/advisor-social-media-update-policy-avoid-compliance-risk

2025-09-18 - FP - Why wealth firms shouldn't settle for 'mediocre' culture

https://www.financial-planning.com/news/how-financial-advisors-can-build-intentional-firm-culture

2025-09-22 - FP - Collectible cards are hot, but are they good investments

https://www.financial-planning.com/news/are-collectible-cards-good-investments

2025-09-25 - FP - How one small tweak can boost advisor search visibility

https://www.financial-planning.com/news/increase-your-firms-ai-search-visibility

2025-10-02 - FP - New client communications tool includes AI-powered compliance checks

https://www.financial-planning.com/news/hamachi-ai-includes-ai-powered-compliance-checks-for-advisors

2025-10-08 - FP - Returns on comic books rarely go up, up and away

https://www.financial-planning.com/news/comic-books-as-investment-vehicles

2025-10-09 - FP - How advisors can avoid legal pitfalls of AI use

https://www.financial-planning.com/news/how-advisors-can-avoid-legal-pitfalls-of-ai-use

2025-10-14 - FP - Most advisors see AI in investing as a risk

https://www.financial-planning.com/news/most-advisors-see-ai-in-investment-decisions-as-a-risk

2025-10-16 - FP - ETF inflows top $500B in first half of 2025 as advisors fuel boom

https://www.financial-planning.com/news/why-advisors-are-increasing-etf-allocations

2025-10-20 - FP - Built-in AI isn't always easy to turn off — here's why that matters

https://www.financial-planning.com/news/why-advisors-need-to-be-aware-of-opt-in-ai

2025-10-21 - FP - Don't think AI will replace you - That's this CEO's goal

https://www.financial-planning.com/news/dont-think-ai-will-replace-you-thats-this-ceos-goal

This guest column was a response to this story:

2025-12-02 - FP - Ronak Amin - Wealth Think - Empathy can't be automated — neither can financial guidance

https://www.financial-planning.com/opinion/why-ai-tools-wont-replace-financial-advisors

2025-10-23 - FP - Raymond James reports record advisor headcount in earnings call

https://www.financial-planning.com/news/raymond-james-reports-record-advisor-headcount

2025-11-05 - FP - You're recording the meeting. Is your client, too

https://www.financial-planning.com/news/when-you-recording-the-meeting-but-so-does-your-client

2025-11-10 - FP - From serving the country to serving clients - Vets in financial planning

https://www.financial-planning.com/news/the-skills-that-give-military-veterans-an-edge

2025-11-17 - FP - Should advisors let rare coins jingle in client portfolios

https://www.financial-planning.com/news/should-advisors-let-rare-coins-jingle-in-client-portfolios

2025-11-18 - FP - FP Alpha unveils integration with eMoney

https://www.financial-planning.com/news/fp-alpha-unveils-integration-with-emoney

2025-11-19 - FP - Big tech outages don't have to shut down business for prepared advisors

https://www.financial-planning.com/news/aws-cloutflare-outages-show-advisors-need-for-tech-backups

2025-11-21 - FP - Free AI tools fall short for advisors handling client data

https://www.financial-planning.com/news/the-privacy-costs-of-free-ai-products-for-financial-advisors

2025-12-03 - FP - How advisors reduce year-end stress and avoid burnout

https://www.financial-planning.com/news/how-advisors-navigate-year-end-stress-and-avoid-burnout

2025-12-03 - FP - When the inheritance is junk to heirs, advisors need a plan

https://www.financial-planning.com/news/great-wealth-transfer-more-like-the-great-stuff-transfer

2025-12-05 - FP - Don't think your clients use prediction markets - Don't bet on it

https://www.financial-planning.com/news/what-advisors-should-know-about-prediction-markets

2025-12-09 - FP - Holiday greetings that deepen client relationships

https://www.financial-planning.com/news/holiday-greeting-strategies-for-financial-advisors

2025-12-10 - FP - An advisor's year-end playbook - Client deadlines, firm strategy and finishing strong

https://www.financial-planning.com/news/year-end-financial-advisor-checklist-for-2025

2025-12-12 - FP - 10 lessons from AI's transformative year in wealth management

https://www.financial-planning.com/list/10-things-we-learned-about-ai-in-2025

2025-12-15 - FP - Could rescheduling make marijuana investments viable

https://www.financial-planning.com/news/could-rescheduling-make-marijuana-investments-viable

2025-12-16 - FP - Editorial Staff - 20 people who will shape wealth management in 2026

https://www.financial-planning.com/list/20-people-who-will-shape-wealth-management-in-2026

2025-12-22 - FP - 10 experts predict what's next for AI in wealthtech

https://www.financial-planning.com/list/10-experts-predict-whats-next-for-ai-in-wealthtech-in-2026

2025-12-23 - FP - Five investment trends that helped shape 2025

https://www.financial-planning.com/list/investment-trends-that-helped-shape-2025

2025-12-30 - FP - 2026 expert predictions - What's next for wealth management

https://www.financial-planning.com/list/2026-expert-predictions-for-wealth-management

2026-01-02 - FP - ABLE accounts get huge expansion in 2026 — what advisors should know

https://www.financial-planning.com/news/able-eligibility-expands-in-2026-for-clients-with-disabilities

2026-01-05 - FP - AI slop is everywhere. How can advisors cut through

https://www.financial-planning.com/news/ai-slop-is-everywhere-how-can-advisors-cut-through

2026-01-08 - FP - Is there a reputational risk for advisors still on X

https://www.financial-planning.com/news/is-there-a-reputational-risk-for-advisors-still-on-x

2026-01-09 - FP - From wildfires to floods, what advisors learned from recent disasters

https://www.financial-planning.com/news/disaster-preparedness-lessons-for-financial-advisors

2026-01-12 - FP - Advisors using workarounds as total tech integration still a dream

https://www.financial-planning.com/news/advisors-using-workarounds-without-total-tech-integration

2026-01-12 - FP - AI will reshape portfolio construction, say financial advisors

https://www.financial-planning.com/news/ai-based-portfolio-recommendations-development-rising

2026-01-13 - FP - FPA launches platform to educate advisors on AI

https://www.financial-planning.com/news/fpa-launches-fpai-authority-for-advisor-ai-education

2026-01-16 - FP - Advisors who market to everyone may connect with no one

https://www.financial-planning.com/news/financial-advisors-who-market-to-all-may-connect-with-no-one

2026-01-20 - FP - Tech missteps can sink succession plans

https://www.financial-planning.com/news/why-tech-planning-in-advisor-succession-is-essential

2026-01-27 - FP - Michael Kitces' new AdvisorEconomics brings benchmarking to firms

https://www.financial-planning.com/news/michael-kitces-new-advisoreconomics-provides-benchmarking

2026-01-28 - FP - Why diversification matters when it comes to marketing

https://www.financial-planning.com/news/why-diversification-matters-in-marketing-channels

2026-02-04 - FP - How agentic AI is showing up in advisor workflows

https://www.financial-planning.com/news/how-agentic-ai-is-showing-up-in-advisor-workflows

2026-02-04 - FP - Humility alone won't win next-gen clients. Here's what else will

https://www.financial-planning.com/news/advisors-tackle-transparency-to-attract-younger-clients

2026-02-05 - FP - As private equity reshapes RIAs, advisors look for alternatives

https://www.financial-planning.com/news/private-equity-forces-ownership-path-rethink-for-advisors

2026-02-09 - FP - How can RIAs replenish the pipeline for new advisor talent

https://www.financial-planning.com/news/how-can-rias-address-the-pipeline-problem

2026-02-11 - FP - How advisors can help couples build financial harmony

https://www.financial-planning.com/news/how-advisors-can-help-couples-build-financial-harmony

2026-02-12 - FP - Getting client couples aligned on money before they say 'I do'

https://www.financial-planning.com/news/how-to-get-client-couples-aligned-on-money

2026-02-13 - FP - Record scratch - Advisors on investing in vintage vinyl

https://www.financial-planning.com/news/financial-advisors-on-vinyl-record-collections-as-investments

2026-02-19 - FP - How advisors should guide clients who become unexpected caregivers

https://www.financial-planning.com/news/how-advisors-should-guide-clients-who-become-unexpected-caregivers

2026-02-20 - FP - What the SCOTUS Trump tariff decision means for portfolios

https://www.financial-planning.com/news/what-the-scotus-trump-tariff-decision-means-for-portfolios

2026-02-25 - FP - FPA to refresh advisor search for AI age with Snappy Kraken

https://www.financial-planning.com/news/fpa-partners-with-snappy-kraken-to-update-plannersearch

2026-02-27 - FP - Older, wealthier clients remain wary of AI. Here's how to build trust

https://www.financial-planning.com/news/older-wealthier-clients-are-wary-of-ai-heres-how-to-build-trust

Reprinted in American Banker:

https://www.americanbanker.com/news/older-wealthier-clients-are-wary-of-ai-heres-how-to-build-trust

2026-03-02 - FP - If AI is a bubble, how can advisors prepare

https://www.financial-planning.com/news/if-ai-is-a-bubble-how-can-advisors-prepare

2026-03-03 - FP - How advisors can better serve neurodivergent clients

https://www.financial-planning.com/news/how-advisors-can-better-serve-neurodivergent-clients

2026-03-05 - FP - How vibe coding is filling the white spaces in advisor tech stacks

https://www.financial-planning.com/news/how-ai-powered-vibe-coding-is-changing-advisor-tech

2026-03-05 - FP - Interested in vibe coding - Here's how advisors can start

https://www.financial-planning.com/news/interested-in-vibe-coding-heres-how-advisors-can-start

2026-03-09 - FP - CFP Board launches new 'Dive' ad in $27M awareness campaign

https://www.financial-planning.com/news/cfp-board-launches-new-dive-ad-in-27m-awareness-campaign

2026-03-09 - FP - Tobias Salinger - What drives financial advisor well-being - Michael Kitces has answers

(With reporting and photo by Rob Burgess.)

https://www.financial-planning.com/news/what-drives-financial-advisor-well-being-kitces-has-answers

2026-03-10 - FP - How data security and stress-testing can build AI trust

https://www.financial-planning.com/news/how-data-security-and-stress-testing-can-build-ai-trust

2026-03-10 - FP - Monitoring employee AI use - Have an AI policy - The SEC will ask

https://www.financial-planning.com/news/monitoring-employee-ai-use-have-an-ai-policy-the-sec-will-ask

2026-03-11 - FP - Jump, Zocks top category as AI note-taker adoption soars

https://www.financial-planning.com/news/jump-zocks-top-category-as-ai-note-taker-adoption-soars

2026-03-12 - FP - How firms get advisors to adopt new AI tools

https://www.financial-planning.com/news/how-firms-get-advisors-to-adopt-new-ai-tools

2026-03-16 - FP - The T3 2026 announcements that wealth managers should know

https://www.financial-planning.com/news/the-t3-2026-announcements-that-wealth-managers-should-know

2026-03-17 - FP - Flourish launches mortgage platform to help RIAs retain assets

https://www.financial-planning.com/news/flourish-launches-mortgage-platform-to-help-rias-retain-assets

Republished in American Banker:

https://www.americanbanker.com/news/flourish-launches-mortgage-platform-to-help-rias-retain-assets

Republished in National Mortgage News:

https://www.nationalmortgagenews.com/news/flourish-launches-mortgage-platform-to-help-rias-retain-assets

2026-03-18 - FP - What advisors should prioritize when evaluating tech purchases

https://www.financial-planning.com/news/what-advisors-should-prioritize-when-evaluating-tech-purchases

2026-03-19 - FP - Advisors look to AI for growth, not just efficiency

https://www.financial-planning.com/news/advisors-look-to-ai-for-growth-not-just-efficiency

2026-03-20 - FP - How advisors can help women clients build confidence

https://www.financial-planning.com/news/how-advisors-can-help-women-clients-build-confidence

2026-03-23 - FP - Oil spike drives client calls, tests advisors' messaging discipline

https://www.financial-planning.com/news/oil-spike-drives-client-calls-tests-advisors-messaging-discipline

2026-03-25 - FP - The AI tools meant to save time are burning out advisors

https://www.financial-planning.com/news/the-ai-tools-meant-to-save-time-are-burning-out-advisors

2026-03-26 - FP - Should advisors be rethinking gold as a hedge

https://www.financial-planning.com/news/should-advisors-be-rethinking-gold-as-a-hedge

2026-03-30 - FP - For rare book collectors, passion matters more than profit

https://www.financial-planning.com/news/first-editions-offer-a-different-book-of-business-for-advisors

2026-03-30 - FP - How clients can ensure their 'fur babies' are cared for long after they're gone

https://www.financial-planning.com/news/how-clients-can-ensure-their-fur-babies-are-cared-for-long-after-theyre-gone

2026-03-31 - FP - AI for advisor marketing — without alienating clients

https://www.financial-planning.com/news/ai-for-advisor-marketing-without-alienating-clients

Q&As

2025-03-10 - FP - Raymond James' new AI chief opens up about tech at the firm

https://www.financial-planning.com/news/raymond-james-new-ai-chief-opens-up-about-tech-at-the-firm

2025-03-28 - FP - Envestnet's Dana D'Auria opens up about personalization, tariffs, AI

https://www.financial-planning.com/news/envestnets-dana-dauria-opens-up-about-personalization-tariffs-ai

2025-04-04 - FP - How Osaic lets its advisors choose their own tech adventure — with support

https://www.financial-planning.com/news/how-osaic-lets-its-advisors-choose-their-own-tech-adventure-with-support

2025-04-21 - FP - Why Dani Fava is a 'techno-optimist' on AI in wealth management

https://www.financial-planning.com/news/carsons-dani-fava-is-a-techno-optimist-on-ai-in-wealth

2025-05-05 - FP - What Facet has gained building its tech stack from scratch

https://www.financial-planning.com/news/why-facet-built-its-tech-stack-from-scratch

2025-05-13 - FP - Why Dynasty built a data lake for its AI-driven unified platform

https://www.financial-planning.com/news/why-dynasty-built-a-data-lake-for-its-ai-driven-platform

2025-05-28 - FP - FPA president talks exit planning, priorities and AI

https://www.financial-planning.com/news/fpa-president-talks-exit-planning-priorities-and-ai

2025-06-27 - FP - How tech for better meetings could turn advisors 'superhuman'

https://www.financial-planning.com/news/aaron-klein-wants-to-give-advisors-superhuman-powers

2025-07-18 - FP - As Altruist aims to disrupt custody, its CEO's vision remains clear

https://www.financial-planning.com/news/altruist-is-disrupting-the-custodian-market

2025-08-21 - FP - Taking the mound for Orion, Reed Colley looks to the future

https://www.financial-planning.com/news/orions-reed-colley-looks-to-the-future

2025-09-02 - FP - Matt Middleton on future proofing Future Proof

https://www.financial-planning.com/news/matt-middleton-on-future-proofing-future-proof

2025-11-04 - FP - Tech that looks at financial planning through a liability lens

https://www.financial-planning.com/news/libretto-takes-liability-focused-approach-to-financial-planning-approach

2026-01-16 - FP - Inside Eric Clarke's vision for AI in advisor compliance

https://www.financial-planning.com/news/eric-clarke-thinks-ai-has-a-place-in-compliance-for-advisors

Morningstar Direct cardshows

Each month, we ask Morningstar Direct for a list of the best and worst performing funds in a particular category. These are then compiled into graphics, ranked in cardshows and published along with a story.

2024-08-20 - FP - The top 20 small-cap ETFs of the past decade

https://www.financial-planning.com/list/the-top-20-small-cap-etfs-of-the-past-decade

2024-09-23 - FP - The top 20 technology funds of the decade

https://www.financial-planning.com/list/the-top-20-technology-funds-of-the-decade

2024-10-09 - FP - The 10 worst-performing ESG funds of the decade

https://www.financial-planning.com/list/the-10-worst-performing-esg-funds-of-the-decade

2024-10-09 - FP - The top 10 best-performing ESG funds of the decade

https://www.financial-planning.com/list/the-top-10-best-performing-esg-funds-of-the-decade

2024-11-14 - FP - The 10 best- and worst-performing large-cap funds of the decade

https://www.financial-planning.com/list/fidelity-invesco-10-best-worst-performing-large-cap-funds

2024-12-10 - FP - The best- and worst-performing energy ETFs of the decade

https://www.financial-planning.com/list/the-best-and-worst-performing-energy-etfs-of-the-decade

2025-01-17 - FP - The 10 best- and worst-performing ETFs of 2024

https://www.financial-planning.com/list/the-10-best-and-worst-performing-etfs-of-2024

2025-02-11 - FP - The 10 best- and worst-performing actively managed ETFs of the past 3 years

https://www.financial-planning.com/list/the-10-best-and-worst-performing-actively-managed-etfs

2025-03-17 - FP - The 10 best- and worst-performing passive ETFs of the past 3 years

https://www.financial-planning.com/list/the-10-best-and-worst-performing-passive-etfs-of-the-past-3-years

2025-04-10 - FP - The 10 best- and worst-performing technology ETFs of the past 3 years

https://www.financial-planning.com/list/microsectors-vaneck-10-best-worst-tech-etfs-of-past-3-years

2025-05-08 - FP - 10 best and worst bond funds of the past 3 years

https://www.financial-planning.com/list/10-best-and-worst-bond-funds-of-the-past-3-years

2025-06-05 - FP - 10 best and worst crypto ETFs of the past year

https://www.financial-planning.com/list/10-best-and-worst-crypto-etfs-of-the-past-year

2025-07-11 - FP - Top 10 dividend stocks of the past year

https://www.financial-planning.com/list/top-10-dividend-stocks-of-the-past-year

2025-07-14 - FP - 10 dividend stocks with the lowest payouts in the last year

https://www.financial-planning.com/list/10-dividend-stocks-with-the-lowest-payouts-in-the-last-year

2025-08-13 - FP - The top 20 energy ETFs of the past 3 years

https://www.financial-planning.com/list/the-top-20-energy-etfs-of-the-past-3-years

2025-09-26 - FP - The 10 best and worst real estate funds of the past 3 years

https://www.financial-planning.com/list/10-best-and-worst-real-estate-funds-of-the-past-three-years

2025-10-22 - FP - The 10 best and worst health care funds of the past year

https://www.financial-planning.com/list/the-10-best-and-worst-health-care-funds-of-the-past-year

2025-11-20 - FP - 10 best-, worst-performing international equity funds of past 3 years

https://www.financial-planning.com/list/10-best-and-worst-international-equity-funds

2025-12-04 - FP - 10 best and worst small-cap ETFs of the past year

https://www.financial-planning.com/list/10-best-and-worst-small-cap-etfs-of-the-past-year

FACO

https://www.financial-planning.com/faco

The Financial Advisor Confidence Outlook (FACO) is a survey of financial advisors and planners by Financial Planning (an Arizent brand). Every month, FACO surveys hundreds of advisors and measures their confidence on a scale of minus-100 to 100.

2024-08-21 - FP - Market volatility and a contentious election year caused advisor confidence to plummet

https://www.financial-planning.com/news/volatility-election-uncertainty-reduce-financial-advisor-confidence

Reprinted in the October 2024 issue of Financial Planning Magazine:

https://www.financial-planning.com/magazine/financial-planning-october-2024

2024-09-25 - FP - Financial advisors' confidence in the economy still shaky as election looms

https://www.financial-planning.com/news/advisor-confidence-improves-slightly-but-still-down-for-year-as-election-anxiety-remains

2024-10-31 - FP - Ahead of Election Day, financial advisors' confidence highest in 6 months

https://www.financial-planning.com/news/financial-advisor-confidence-highest-in-months-near-election

Reprinted in the November to December 2024 issue of Financial Planning Magazine:

https://www.financial-planning.com/digital-edition/november-december-2024

2025-01-09 - FP - Financial advisor confidence plummets after election

https://www.financial-planning.com/news/financial-advisor-confidence-plummets-after-election

2025-01-23 - FP - Advisors affiliated with broker-dealers most likely to leave

https://www.financial-planning.com/news/advisors-affiliated-with-broker-dealers-most-likely-to-leave

2025-02-18 - FP - Policy, economic concerns sinking advisor confidence

https://www.financial-planning.com/news/policy-economic-concerns-sinking-advisor-confidence

2025-03-11 - FP - Uncertainty drives sharp decline in advisor confidence

https://www.financial-planning.com/news/uncertainty-drives-sharp-decline-in-advisor-confidence

2025-04-09 - FP - Advisors' overall confidence sinks to new lows as volatility reigns

https://www.financial-planning.com/news/advisors-overall-confidence-sinks-to-new-lows

2025-05-07 - FP - Advisor confidence inches upward from all-time lows

https://www.financial-planning.com/news/advisor-confidence-rebounds-slightly-from-all-time-lows

2025-05-13 - FP - Allocate or avoid - Advisors weigh in on the recent gold rush

https://www.financial-planning.com/news/allocate-or-avoid-advisors-weigh-in-on-the-recent-gold-rush

2025-06-06 - FP - Advisor confidence rising, but still underwater overall

https://www.financial-planning.com/news/advisor-confidence-rising-but-still-underwater-overall

2025-06-09 - FP - Advisors more comfortable using AI at home than work

https://www.financial-planning.com/news/financial-advisors-more-comfortable-using-ai-at-home-than-work

2025-07-08 - FP - Advisor confidence positive for the first time in six months

https://www.financial-planning.com/news/advisor-confidence-positive-for-the-first-time-in-six-months

2025-07-10 - FP - 4 in 10 advisors worry that AI will replace them

https://www.financial-planning.com/news/4-in-10-advisors-are-concerned-about-ai-replacing-them

2025-08-18 - FP - As stock market flirts with record highs, why are advisors nervous

https://www.financial-planning.com/news/financial-advisors-nervous-as-stock-market-hits-record

2025-08-20 - FP - Most advisors admit they don't fully understand — or manage — crypto

https://www.financial-planning.com/news/most-advisors-dont-understand-crypto-or-actively-manage-it

2025-09-19 - FP - Why advisors are cautiously optimistic about Fed rate cut

https://www.financial-planning.com/news/financial-advisors-cautiously-optimistic-about-fed-rate-cut

2025-09-22 - FP - Where advisors are changing allocations as rate cuts pick up steam

https://www.financial-planning.com/news/fed-rate-cuts-set-off-portfolio-allocation-reviews

2025-09-24 - FP - Half of advisors hold crypto; client exposure remains low

https://www.financial-planning.com/news/few-clients-hold-cryptocurrency-advisors-say

2025-10-07 - FP - As economic optimism hits 3-month high, shutdown worries loom

https://www.financial-planning.com/news/government-shutdown-could-drain-financial-advisor-optimism

2025-10-17 - FP - As gold smashes records, more advisors adjust allocations

https://www.financial-planning.com/news/how-advisors-are-adjusting-gold-allocations

2025-10-27 - FP - What's stopping most advisors from providing tax planning

https://www.financial-planning.com/news/why-financial-advisors-sometimes-dont-offer-tax-planning

2025-11-12 - FP - Advisors steady clients as risk tolerance falls

https://www.financial-planning.com/news/how-advisors-are-responding-to-falling-client-risk-tolerance

2025-11-13 - FP - Alarmingly few wealth firms have more than handshake succession deals

https://www.financial-planning.com/news/the-problem-with-wealth-firms-having-no-succession-plans

2025-11-14 - FP - Advisors say this is their toughest challenge. Here's how they're solving it

https://www.financial-planning.com/news/balancing-personalized-client-service-and-scaling

2025-12-19 - FP - Crypto caution - Advisors pulling back as bitcoin whipsaws

https://www.financial-planning.com/news/more-advisors-decreasing-client-digital-asset-allocations

2026-01-23 - FP - How advisors can avoid their 'biggest blind spot'

https://www.financial-planning.com/news/obstacles-for-advisors-in-succession-planning

2026-01-26 - FP - The missing piece in most advisor succession plans

https://www.financial-planning.com/news/experts-on-the-elements-of-a-successful-exit-plan

2026-02-06 - FP - Nearly 3 in 4 advisors say their firms invest in career development

https://www.financial-planning.com/news/most-firms-offer-professional-development-opportunities

2026-02-10 - FP - Foreign equities top advisors' list for increased allocations

https://www.financial-planning.com/news/foreign-equities-top-advisors-list-for-increased-allocations

2026-03-06 - FP - Referrals still rule as advisors pour time into their brands

https://www.financial-planning.com/news/how-advisors-are-approaching-marketing-in-2026

2026-03-26 - FP - Tax planners share tips for making April more bearable

https://www.financial-planning.com/news/tax-planners-share-tips-for-making-april-more-bearable

The Ladder

https://www.financial-planning.com/the-ladder

“The Ladder” is a series by Financial Planning that looks at how executives and leaders in the wealth management industry made it to where they are today — and what you can learn from them.

2024-08-26 - FP - The Ladder - How patience paid off for the founder of an RIA that serves tech professionals

https://www.financial-planning.com/news/eric-franklin-of-prospero-wealth-on-recognizing-the-difference-between-one-way-and-two-way-door-decisions

2024-09-09 - FP - The Ladder - Peter Krull's Ph.D and SRI moments

https://www.financial-planning.com/news/peter-krull-on-aligning-investments-with-values-the-ladder

2024-09-26 - FP - The Ladder - How owning an error led to career growth for Andree Mohr

https://www.financial-planning.com/news/the-ladder-how-owning-an-error-led-to-career-growth-for-andree-mohr

2024-10-08 - FP - The Ladder - He turned a crypto 'rabbit hole' into a business

https://www.financial-planning.com/news/the-ladder-he-turned-a-crypto-rabbit-hole-into-a-business

2024-10-25 - FP - The Ladder - How choosing curiosity over cash paid off for Orion's CEO

https://www.financial-planning.com/news/how-choosing-curiosity-over-cash-paid-off-for-orions-ceo

2024-11-04 - FP - The Ladder - Kay Lynn Mayhue on having the guts to change paths

https://www.financial-planning.com/news/kay-lynn-mayhue-went-from-doing-it-all-to-mentoring

Ask an Advisor

https://www.financial-planning.com/ask-an-advisor

"Ask an Advisor” is the advice column in which real financial professionals answer questions from real people. The topic can be anything in the world of finance, from retirement to taxes to wealth management — or even advice on advising.

2024-07-17 - FP - Ask an Advisor - Is it a good idea for financial planners to hire an advisor for their own families

https://www.financial-planning.com/list/ask-an-advisor-is-it-a-good-idea-for-financial-planners-to-hire-an-advisor-for-their-own-families

2024-07-30 - FP - Ask an Advisor - How can I help clients retire to, not from, something (Part 1)

https://www.financial-planning.com/list/ask-an-advisor-how-can-i-help-clients-retire-to-not-from-something-part-1

2024-08-05 - FP - Ask an Advisor - How can I help clients retire to, not from, something - Part 2

https://www.financial-planning.com/list/ask-an-advisor-how-can-i-help-clients-retire-to-not-from-something-part-2

2024-08-23 - FP - Ask an Advisor - Advising couples with ESG investing when they disagree

https://www.financial-planning.com/list/ask-an-advisor-advising-couples-with-esg-investing-when-they-disagree

2024-09-03 - FP - Ask an Advisor - How to coordinate with outside professionals

https://www.financial-planning.com/list/ask-an-advisor-how-to-coordinate-with-outside-professionals

2024-09-20 - FP - Ask an Advisor - What is the time frame in which you analyze an investment?

https://www.financial-planning.com/list/ask-an-advisor-what-is-the-time-frame-in-which-you-analyze-an-investment

2024-09-30 – FP - Ask an Advisor - Positioning investment management in a financial planning world

https://www.financial-planning.com/list/ask-an-advisor-positioning-investment-management-in-a-financial-planning-world

2024-10-16 - FP - Ask an Advisor - Managing risks of overexposure to single stocks

https://www.financial-planning.com/list/ask-an-advisor-managing-risks-of-overexposure-to-single-stocks

2024-10-28 - FP - Ask an Advisor - Why are alternative assets often not included in portfolios

https://www.financial-planning.com/list/ask-an-advisor-why-are-alternative-assets-often-not-included-in-portfolios

2026-01-06 - FP - Ask an Advisor - How technology is changing advisors' routines in 2026

https://www.financial-planning.com/list/how-ai-is-changing-advisor-routines-in-2026-ask-an-advisor

2026-01-22 - FP - Ask an Advisor - How much tech should clients see

https://www.financial-planning.com/list/ask-an-advisor-how-to-demonstrate-tech-savviness-to-clients

2026-02-02 - FP - Ask an Advisor - What's the future of legacy CRMs in an AI world

https://www.financial-planning.com/list/ask-an-advisor-the-future-of-legacy-crms-in-an-ai-world

2026-02-24 - FP - Ask an Advisor - What mistake made you a better advisor

https://www.financial-planning.com/list/ask-an-advisor-the-career-mistakes-that-inspired-growth

2026-03-13 - FP - Ask an Advisor - What client story still haunts you

https://www.financial-planning.com/list/ask-an-advisor-what-client-story-still-haunts-you

Show Me Your Stack

https://www.financial-planning.com/show-me-your-stack

"Show Me Your Stack" is a series from Financial Planning where we catch up with those delivering financial advice to see what tools they rely on to make it happen. Rising client expectations are driving the need for more powerful tech tools. We're digging deep to find out why advisors prefer certain solutions.

2024-11-21 - FP - How a Carson tuck-in solved its tech headaches - Show Me Your Stack

https://www.financial-planning.com/list/from-independent-ria-to-carson-partner-show-me-your-stack

The founder of Mitlin Financial said he has enjoyed the transition away from paper documents, traditional business cards and choosing each piece of his technology stack.

2024-12-03 - FP - Wealth firm searches for integrations - Show Me Your Stack

https://www.financial-planning.com/list/wealth-firm-searches-for-integrations-show-me-your-stack

Chris Grellas co-founded ProsperPlan Wealth in April in Gold River, California, and is seeking vendors who will communicate well with one another.

2024-12-17 - FP - Marrying tech to advisor minds - Show Me Your Stack

https://www.financial-planning.com/list/marrying-tech-to-advisor-minds-show-me-your-stack

Jordan Hutchison, vice president of technology and operations at RFG Advisory, helps support 69 advisory teams nationwide, which manages almost $5.5 billion in assets.

2024-12-31 - FP - A chef's search for tech mise en place - Show Me Your Stack

https://www.financial-planning.com/list/a-chefs-search-for-tech-mise-en-place-show-me-your-stack

Kenneth Silva Ballard, an investment advisor for First Affirmative Financial Network, seeks to carefully order the "ingredients" of his tech stack so they work well together.

2025-01-13 - FP - Advisor tech choices for the long run - Show Me Your Stack

https://www.financial-planning.com/list/joe-mcquaid-of-concurrent-on-his-advisor-tech-choices

When he's not preparing to climb the world's highest mountains and run the major marathons, Joe McQuaid, managing director of platform solutions and advisor experience, ensures Concurrent Investment Advisors' tech stack has stamina.

2025-01-27 - FP - Tax tech as a differentiator - Show Me Your Stack

https://www.financial-planning.com/list/tax-tech-as-a-differentiator-show-me-your-stack

Kyle Johnson, owner and senior wealth advisor at Link Wealth Strategies, uses tax planning software to help set his firm apart.

2025-02-19 - FP - Taming the Salesforce beast - Show Me Your Stack

https://www.financial-planning.com/list/taming-the-salesforce-beast-show-me-your-stack

Amanda Butler, chief technology officer of Nepsis, said she has been working for over a decade to help the firm integrate its tech stack with Salesforce.

2025-03-03 - FP - Using tech to help clients through divorce - Show Me Your Stack

https://www.financial-planning.com/list/using-tech-to-help-clients-through-divorce-show-me-your-stack

Craig Robson, founding principal and managing director of Regent Peak Wealth Advisors in Atlanta, is a Certified Divorce Financial Analyst committed to helping clients through this difficult life transition.

2025-03-13 - FP - Using wealthtech for organic growth - Show Me Your Stack

https://www.financial-planning.com/list/using-wealthtech-for-organic-growth-show-me-your-stack

Mike Capelle, co-founder and CEO of Modern Wealth Management in Monterey, California, is in charge of the tech stack at the $6.1 billion AUM firm.

2025-03-26 - FP - How to land bigger clients with deliberate tech - Show Me Your Stack

https://www.financial-planning.com/list/how-to-land-bigger-clients-with-deliberate-tech-show-me-your-stack

Grant Blindbury of FMB Wealth Management said staying away from well-worn client-facing financial planning solutions has helped his firm separate itself from the pack.

2025-04-08 - FP - How a solo advisor taps tech for top efficiency - Show Me Your Stack

https://www.financial-planning.com/list/how-a-solo-advisor-taps-tech-for-top-efficiency-show-me-your-stack

Christopher Hensley, president and CEO of Houston First Financial Group, used the loss of his assistant as a chance to take a hard look at how the different pieces of his tech stack were talking to each other.

2025-04-22 - FP - Growing a tech stack to reach $1B in AUM - Show Me Your Stack

https://www.financial-planning.com/list/growing-a-tech-stack-to-reach-1b-in-aum-show-me-your-stack

A month into his new job, Triad Wealth Partners' chief technology officer Quin Kilgore is looking to build proprietary platforms and leverage AI tools to more than double the firm's AUM.

2025-05-12 - FP - Going beyond standard wealthtech choices - Show Me Your Stack

https://www.financial-planning.com/list/going-beyond-the-standard-wealthtech-choices-show-me-your-stack

Alvin Carlos, financial planner and managing partner at District Capital Management in Washington, D.C., uses Monday.com for CRM and financial planning.

2025-05-20 - FP - How AI reduced the need for a virtual assistant - Show Me Your Stack

https://www.financial-planning.com/list/how-ai-reduced-the-need-for-a-virtual-assistant-show-me-your-stack

Gabriel Kaplan of Wealth Habits used to give his virtual assistant around 20 hours per month of work. AI tools in his tech stack have greatly reduced that amount.

2025-06-02 - FP - Building a multifamily office's tech - Show Me Your Stack

https://www.financial-planning.com/list/building-a-multifamily-offices-tech-show-me-your-stack

Paul Algreen, the executive managing director and chief technology officer at Cresset Capital in Chicago, took the opportunity to turn the firm's tech stack from a "blank slate" to the scaling juggernaut it is.

2025-06-17 - FP - How switching broker-dealers led to a tech rethink - Show Me Your Stack

https://www.financial-planning.com/list/how-switching-broker-dealers-led-to-a-tech-rethink-show-me-your-stack

Ryan Salah, of Capital Financial Partners, said his RIA recently decided to add tax planning software into the mix.

2025-07-02 - FP - How to buy peace of mind with cybersecurity tech - Show Me Your Stack

https://www.financial-planning.com/list/how-to-buy-peace-of-mind-with-cybersecurity-tech-show-me-your-stack

With a geographically spread-out workforce, Nate Byers of Calculated Wealth recognized the need to invest in defensive measures to keep client data safe.

2025-07-15 - FP - Inside an RIA's, mostly, integrated tech - Show Me Your Stack

https://www.financial-planning.com/list/using-integrations-to-build-an-independent-firm

When Brandon Ross sought to build an independent firm from the ground up, he realized integrated tech would be key.

2025-07-28 - FP - Silicon Valley RIA bets on early AI adoption - Show Me Your Stack

https://www.financial-planning.com/list/why-a-silicon-valley-ria-sought-ai-notetakers

When Tony Blagrove, founder and CEO of Traveka Wealth in Los Altos, California, started his independent RIA 18 months ago, his first order of business was being an "early adopter" of these emerging tools.

2025-08-22 - FP - An RIA tech setup inspired by Walt Disney - Show Me Your Stack

https://www.financial-planning.com/list/a-walt-disney-inspired-tech-stack-show-me-your-stack

Rossby Financial CEO Andrew J. Evans applies the entertainment legend's "plussing the park" philosophy to keep his firm's tech stack flexible.

2025-09-05 - FP - The 'never settle' approach to RIA tech - Show Me Your Stack

https://www.financial-planning.com/list/how-to-build-an-ria-tech-stack-after-leaving-broker-dealer

Christopher Haigh, founder and CEO of Iconoclastic Capital, isn't afraid to speak his mind — or to change his burgeoning firm's tech stack when necessary.

2025-10-03 - FP - 'Taxes are part of everything' - Show Me Your Stack

https://www.financial-planning.com/list/taxes-are-part-of-everything-show-me-your-stack

Along with traditional financial planning, Tushar Kumar includes estate and tax planning services at his firm in order to give clients, especially high net worth ones, a complete picture.

2025-10-21 - FP - Looking at outside tools for held-away asset management - Show Me Your Stack

https://www.financial-planning.com/list/looking-outside-industry-for-held-away-asset-tools

Drew Lunt, founder of Scratch Capital in Boise, Idaho, still uses Black Diamond for his portfolio accounting needs, but as his client base expands to more affluent, complicated clients, he has looked outside the industry for solutions.

Growth Content

2025-07-21 - FP - Want to build a better tech stack - See how these advisors did it

https://www.financial-planning.com/list/advisor-choices-to-build-a-better-tech-stack

2025-08-29 - FP - When AI goes wrong in wealth management

https://www.financial-planning.com/list/when-ai-goes-wrong-in-wealth-management

2025-10-02 - FP - Passion in the portfolio - Luxury collectibles as alternative assets

https://www.financial-planning.com/list/collectibles-offer-accessible-alternative-investments

2025-10-24 - FP - Despite AI's allure, client relationships remain the crux of advisors' work

https://www.financial-planning.com/list/client-relationships-still-advisors-top-priority

2025-12-01 - FP - Cryptocurrency's wild ride in 2025

https://www.financial-planning.com/list/cryptocurrencys-wild-ride-in-2025

This story was included in the following LinkedIn News stories:

2025-12-01 - LinkedIn News - Serla Rusli - Bitcoin price plunges

https://www.linkedin.com/news/story/bitcoin-price-plunges-6781220/

2025-12-01 - LinkedIn News - John Tomase - Bitcoin plunges as crypto sell-off resumes

https://www.linkedin.com/news/story/bitcoin-plunges-as-crypto-sell-off-resumes-6790988/

I was also interviewed about this story by Yahoo Finance, which included the data and chart from this story:

2025-12-03 - Yahoo Finance - Hal Bundrick - How to navigate a crypto meltdown - 'Be willing to hold on'

https://finance.yahoo.com/personal-finance/investing/article/how-to-navigate-a-crypto-crash-155317977.html

YouTube Shorts

https://www.youtube.com/@Financial-Planning-Mag

2025-06-13 – FP – YouTube Shorts - Before You Let AI Draft That Email... Watch This

https://www.youtube.com/shorts/uS7NE_M2--c

https://archive.org/details/youtube-shorts-before-you-let-ai-draft-that-email-watch-this

🔗 Read the full article: https://www.financial-planning.com/news/using-ai-to-write-that-client-email-think-twice

Using AI to Write Client Emails? Think Twice. Financial Planning reporter Robert Burgess breaks down why relying on AI to draft client communications might not be as smart as it sounds — especially for advisors who value trust and precision. 🧠 From tone to compliance risks, here's what you need to consider before letting AI write that message. About the reporter: Robert Burgess is a 35-time award-winning journalist with experience across television, podcasts, print, and digital media. He currently reports on technology and wealth management for Financial Planning. #AI #FinancialAdvisors #ClientEmails #WealthManagement #FinancialPlanning #RobertBurgess #AdvisorTech

Leaders

https://www.financial-planning.com/leaders

Leaders is a forum that brings together innovators and senior voices to share their leadership experiences and perspectives on today’s most pressing topics.

2024-11-21 - FP – Leaders - Adapting to client needs in the digital age

https://www.financial-planning.com/leaders/how-financial-advisors-adapt-to-client-needs-in-a-digital-age

https://archive.org/details/leaders-adapting-to-client-needs-in-the-digital-age

2025-12-01 - FP - Leaders with Oleg Tishkevich

https://www.financial-planning.com/video/invent-ceo-oleg-tishkevich-sits-down-with-financial-planning-reporter-rob-burgess-for-this-leaders-session-recorded-at-advise-ai-2025-in-las-vegas

Invent CEO Oleg Tishkevich sits down with Financial Planning reporter Rob Burgess for this Leaders session recorded at ADVISE AI 2025 in Las Vegas.

Web Seminars

2024-12-10 - FP - Web Seminar - Sponsor Content from AssetMark - Web Seminar - Save 11 hours a week - Elevate your practice with outsourced investment and tax management

https://www.financial-planning.com/web-seminars/save-11-hours-a-week-elevate-your-practice-with-outsourced-investment-tax-management

https://archive.org/details/web-seminar-sponsor-content-from-asset-mark-web-seminar

(I hosted this web seminar, which featured Matt Matrisian, head of client growth at AssetMark, and Ken Chee, director of wealth management solutions at AssetMark.)

AI Virtual Summit 2025

https://www.financial-planning.com/event-archives-ai-summit-virtual-2025

https://archive.org/details/ai-virtual-summit-2025

Agentic AI is reshaping how Registered Investment Advisors (RIAs) operate, and those who harness it are gaining a serious competitive edge. On July 30, join us for an exclusive, half-day virtual summit that explores how autonomous AI agents and advanced analytics are enabling RIAs to deliver hyper-personalized financial advice at scale, streamline compliance, and elevate the client experience like never before.

2025-07-30 - FP - AI Virtual Summit 2025 - Building an AI Tech Stack That Works for You and Your Clients and Closing Remarks

https://www.financial-planning.com/video/ai-summit-virtual-2025/building-an-ai-tech-stack-that-works-for-you-and-your-clients-closing-remarks

There's no debate that agentic AI has the potential to profoundly impact how financial advisors and wealth managers acquire, retain and deepen engagement with clients. What's often overlooked in the what-if scenario planning of the agentic AI era? Building an AI tech stack that works for financial advisors and their clients. In this panel discussion, industry experts will talk about why it's critical to align technology with specific workflows, compliance requirements and personalization objectives. As the talk on use cases heats up, here's what our panelists say that industry players need to consider in building their AI tech stack:

Identify business goals and use cases first, including client engagement (personalized recommendations, behavioral insights, automated reporting), advisor productivity (intelligent CRM, smart task prioritization, etc.), compliance and risk (KYC/AML monitoring and trade surveillance), and portfolio management (dynamic rebalancing, AI-driven allocation, tax optimization).

Core components of the AI tech stack, including the data layer (data sources, integration tools, warehouse or lake/lakehouse), intelligence layer (machine learning/AI models, agentic AI and model ops), and application layer (client-facing tools, advisor dashboards, conversational interfaces).

Security, compliance and ethics, including data privacy, regulatory compliance (SEC/FINRA, GDPR/CCPA adherence in data handling), explainability and bias mitigation.

Integration and interoperability, including open APIs to connect with wealth platforms, workflow compatibility, and third-party plug-ins.

Governance and monitoring, including model governance, performance monitoring and human-in-the-loop needs for higher risk recommendations or compliance review.

Testing and feedback loops, including advisor feedback, client insights on usage, satisfaction and conversion improvements, and testing for UI/UX and model performance pre-rollout.

Scalability and future-proofing your tech stack with a cloud-native architecture, modular stack and the ability to plug into large language models (LLMs) and multi-agent frameworks as the field evolves.

(I hosted this session and the panelists were Parker Ence, co-founder and CEO of Jump Advisor AI; Doug Fritz, co-founder and executive chairman of F2 Strategy; Dr. Sindhu Joseph, founder and CEO of Cognicor; Oleg Tishkevich, CEO of Invent; and Timothy Welsh, president of Nexus Strategy.)

2025-08-14 - FP - How advisors could use agentic AI to deepen client engagement

https://www.financial-planning.com/news/how-agentic-ai-could-deepen-client-engagement

2025-08-19 - FP - How to build an AI tech stack that works for advisors and clients

https://www.financial-planning.com/news/building-an-ai-tech-stack-that-works-for-clients-advisors

2025-08-25 - FP - AI-powered simulation sandboxes could offer advisors a 'crystal ball'

https://www.financial-planning.com/news/ai-powered-simulation-sandboxes-coming-to-wealth-management

ADVISE AI 2025

https://www.financial-planning.com/advise-ai

https://www.financial-planning.com/advise-ai-2025

2025-09-29 - FP - Explore the future of wealth management at ADVISE AI

https://www.financial-planning.com/news/advise-ai-conference-explores-future-of-ai-in-wealth-management

2025-10-06 - FP - ADVISE AI - Get ahead of the curve on AI innovation

https://www.financial-planning.com/news/advise-ai-get-ahead-of-the-curve-on-ai-innovation

2025-10-28 - FP - Advisors still in 'collective dabbler' stage of AI adoption – Kitces

https://www.financial-planning.com/news/advisors-still-in-collective-dabbler-stage-of-ai-adoption

2025-10-29 - FP - ADVISE AI - AI at Every Touchpoint

https://www.financial-planning.com/video/advise-ai-2025/ai-at-every-touchpoint-transforming-the-client-meeting-lifecycle

Video: https://archive.org/details/2025-10-29-fp-advise-ai-ai-at-every-touchpoint-video

Photos: https://archive.org/details/2025-ADVISE-AI-photos

2025-10-29 - FP - When it comes to how AI uses data, it's 'garbage in, garbage out'

https://www.financial-planning.com/news/when-ai-uses-data-its-garbage-in-garbage-out

2025-10-30 - FP - How advisors are using AI tools for prospecting and growth

https://www.financial-planning.com/news/how-advisors-are-using-ai-tools-for-prospecting-and-growth

2025-11-03 - FP - How AI has taken these firms 'from PDFs to planning'

https://www.financial-planning.com/news/how-ai-has-taken-advisory-firms-from-pdfs-to-planning

2025-11-04 - FP - Compliance as an AI 'brake pedal' and how firms are learning to steer

https://www.financial-planning.com/news/ai-is-here-but-how-should-advisors-best-implement-it

2025-11-06 - FP - Using agentic AI to spend better — not just more — time with clients

https://www.financial-planning.com/news/how-advisors-can-use-ai-agents-to-deepen-client-ties

2025-11-07 - FP - The unexpected ways AI note-takers 'accelerate' client connections

https://www.financial-planning.com/news/ai-note-takers-provide-deeper-understanding-development

Continuing Education Credits

https://www.financial-planning.com/ce-quiz

As a subscriber to Financial-Planning.com, you can earn up to 12 hours of CE credit from the CFP Board and the Investments & Wealth Institute. Please read the articles and answer the questions below. To find the related article, click on the hyperlinked title of the story – both online-only articles as well as stories published in the magazine. You must answer 8 of the 10 questions correctly to qualify for CE credit. Financial Planning does not email a certificate of completion. Please take a screenshot of the results screen, and keep the confirmation for your records. Financial Planning reports results to the CFP Board weekly. The board may take an additional two weeks to post results.

These roundups are published monthly and frequently include stories I have written as source material for the questions.

2024-08-26 - FP - Continuing Education Credit — August 2024

https://www.financial-planning.com/ce-quiz/continuing-education-credit-august-2024

2024-09-23 - FP - Continuing Education Credit — September 2024

https://www.financial-planning.com/ce-quiz/continuing-education-credit-september-2024

2024-10-25 - FP - Continuing Education Credit — October 2024

https://www.financial-planning.com/ce-quiz/continuing-education-credit-october-2024

2024-11-21 - FP - Continuing Education Credit — November 2024

https://www.financial-planning.com/ce-quiz/continuing-education-credit-november-2024

2024-12-20 - FP - Continuing Education Credit — December 2024

https://www.financial-planning.com/ce-quiz/continuing-education-credit-december-2024

2025-01-24 - FP - Continuing Education Credit — January 2025

https://www.financial-planning.com/ce-quiz/continuing-education-credit-january-2025

2025-02-20 - FP - Continuing Education Credit — February 2025

https://www.financial-planning.com/ce-quiz/continuing-education-credit-february-2025

2025-04-22 - FP - Continuing Education Credit — April 2025

https://www.financial-planning.com/ce-quiz/continuing-education-credit-april-2025

2025-05-21 - FP - Continuing Education Credit — May 2025

https://www.financial-planning.com/ce-quiz/continuing-education-credit-may-2025

2025-06-20 - FP - Continuing Education credit — June 2025

https://www.financial-planning.com/ce-quiz/continuing-education-credit-june-2025

2025-07-21 - FP - Continuing Education credit — July 2025

https://www.financial-planning.com/ce-quiz/continuing-education-credit-july-2025

2025-08-25 - FP - Continuing Education credit — August 2025

https://www.financial-planning.com/ce-quiz/continuing-education-credit-august-2025

2025-10-20 - FP - Continuing Education Credit — October 2025

https://www.financial-planning.com/ce-quiz/continuing-education-credit-october-2025

2025-11-20 - FP - Continuing Education credit — November 2025

https://www.financial-planning.com/ce-quiz/continuing-education-credit-november-2025

2025-12-24 - FP - FP's December CE quiz available to advisors now

https://www.financial-planning.com/news/take-fps-december-2025-ce-quiz-for-financial-advisors

2025-12-24 - FP - Continuing Education credit — December 2025

https://www.financial-planning.com/ce-quiz/continuing-education-credit-december-2025

2026-01-22 - FP - Continuing Education credit — January 2026

https://www.financial-planning.com/ce-quiz/continuing-education-credit-january-2026

Mentions

2024-09-27 - FP - Frank Gargano - Pending IRA rules, inflation woes and other retirement planning issues

https://www.financial-planning.com/list/top-strategies-pending-regulations-facing-retirement-plans

2024-10-08 - FP – Frank Gargano - Schwab lawsuit, Raymond James woes - Top news September 2024

https://www.financial-planning.com/list/schwab-lawsuit-raymond-james-woes-top-news-september-2024

2024-10-29 - FP - Frank Gargano - Financial advisors favor Trump, doubt his 2024 election prospects

https://www.financial-planning.com/list/advisors-favor-trump-doubt-his-2024-election-prospects

2024-11-01 - Talking Biz News - Chris Roush - Financial Planning taps Burgess as a reporter

https://talkingbiznews.com/media-news/financial-planning-taps-burgess-to-cover-technology-and-investment-strategies/

2024-11-05 - FP - Frank Gargano - CFP Board missteps, LPL Financial's legal woes - Top news October 2024

https://www.financial-planning.com/news/lpl-financials-legal-woes-wells-fargos-advisory-changes

2024-11-07 - FP - Nathan Place - Ask an Advisor - How do I use LinkedIn to boost my career

https://www.financial-planning.com/list/ask-an-advisor-how-do-i-use-linkedin-for-my-career

2024-11-27 - FP - Frank Gargano - Trump, taxes and markets - Key insights for investors

https://www.financial-planning.com/news/trump-taxes-and-markets-key-insights-for-investors

2024-12-05 - FP - Frank Gargano - CE cheating scheme, UBS pay cuts - Top news November 2024

https://www.financial-planning.com/news/ce-cheating-scheme-ubs-pay-cuts-top-news-november-2024

2024-12-27 - FP - Brian Wallheimer - Cover stories, top series - FP's 2024 wealth management deep dives

https://www.financial-planning.com/list/financial-plannings-2024-magazine-cover-stories-and-series

2024-12-27 - FP - Tobias Salinger - Is 'DEI' over or just evolving - Here's how FP covered it in 2024

https://www.financial-planning.com/list/top-wealth-management-news-stories-about-dei-in-2024

2025-01-20 - FP - Brian Wallheimer - Top brokers, RIAs and other rankings from FP in 2024

https://www.financial-planning.com/list/top-brokers-rias-and-financial-planning-rankings-in-2024

2025-01-27 - FP - Frank Gargano - Financial advisors tap AI for growth but face ethical hurdles

https://www.financial-planning.com/news/financial-advisors-tap-ai-for-growth-but-face-ethical-hurdles

2025-02-07 - FP - Frank Gargano - 2025 wealth management trends - Private equity, new ETF debuts

https://www.financial-planning.com/news/wealth-management-in-2025-private-equity-new-etf-debuts

2025-02-21 - Kitces - Adam Van Deusen - Weekend Reading For Financial Planners - February 22–23

https://www.kitces.com/blog/weekend-reading-for-financial-planners-february-22-23-2025/

2025-02-24 - FP - Frank Gargano - Trump's policies reshape investment strategies for advisors

https://www.financial-planning.com/news/trumps-policies-reshape-investment-strategies-for-advisors

2025-03-10 - FP – Frank Gargano - How to build lasting client relationships in wealth management

https://www.financial-planning.com/news/how-to-build-close-client-relationships-in-wealth-management

2025-04-09 - FP - Brian Wallheimer - Tariff turmoil - How advisors can stay on top of huge market swings

https://www.financial-planning.com/news/how-financial-advisors-can-adapt-as-tariffs-roil-markets

2025-06-05 - FP - Frank Gargano - Tips and tricks for advisors seeking to grow their business

https://www.financial-planning.com/news/tips-for-financial-advisors-to-grow-their-business

2025-06-12 - FP - Amanda Chen - Inflation again - How to get ahead of client concerns this time around

https://www.financial-planning.com/list/how-advisors-should-talk-to-clients-about-looming-inflation

2025-07-11 - Kitces - Adam Van Deusen - Weekend Reading For Financial Planners - July 12-13

https://www.kitces.com/blog/weekend-reading-for-financial-planners-july-12-13-2025/

2025-07-15 - FP - Tobias Salinger - How should new RIAs choose a tech stack

https://www.financial-planning.com/news/how-should-new-rias-choose-a-tech-stack

2025-08-01 - FP - Tobias Salinger - 20 tips, tricks and tools to level up your estate planning game

https://www.financial-planning.com/list/estate-planning-strategies-and-tools-for-financial-advisors

2025-12-17 - FP - Tobias Salinger - The top tax stories of 2025 for financial advisors

https://www.financial-planning.com/news/top-tax-stories-of-2025-for-financial-advisors

2025-12-26 - FP - Brian Wallheimer - FP's most popular stories of 2025

https://www.financial-planning.com/news/most-read-financial-planning-stories-of-2025

2026-02-13 - Kitces - Adam Van Deusen - Weekend Reading For Financial Planners (February 14–15)

https://www.kitces.com/blog/weekend-reading-for-financial-planners-february-14-15-2026/

2026-03-20 - Kitces - Adam Van Deusen - Weekend Reading For Financial Planners (March 21–22) 2026

https://www.kitces.com/blog/weekend-reading-for-financial-planners-march-21-22-2026/

Retirement Newsletters

Each Wednesday from July to November 2024, I wrote and sent our “Retirement” newsletter, which features my stories from the previous week, highlights areas of interest and provides an outlet for readers who want to connect further. Starting in November 2024, I switched to writing and sending out our “Wealthtech Weekly” newsletter each Thursday.

2024-07-17 - FP - Retirement Newsletter - Nice to meet you

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jyGmq%2B4cDHu2%2B6FAGcXHvFnj0iDPmzo99fSi1sZop%2BfnOt7AV64FzhA%3D%3DA

2024-07-24 - FP - Retirement Newsletter- Go ahead, talk politics with clients

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jk5mYCqzK7KqXWE8pyL53QP286XI5kpCYlKuwv6VgEwlGkSnjAJ3sJw%3D%3DA

2024-07-31 - FP - Retirement Newsletter - Do you have questions for your fellow advisors?

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4j9%2BeqkkAcVfbZYWATtL1kTjyPupA0yLyqoKCYvwNRauVG97llOgGHGQ%3D%3DA

2024-08-07 - FP - Retirement Newsletter - What can celebrity estate debacles teach the rest of us?

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4j1FpaGiPk7rkjbN%2FI%2BM7dzCK4uDWSjdL%2F6SwoWwKLdRw4QpF8PmBMWg%3D%3DA

2024-08-14 - FP - Retirement Newsletter - Do you have a candidate for our “The Ladder” series?

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jaKFHGEjP91SJnF3I%2BSqYb2aiGupsIu01CFfX5yMcSX85HY61wwSWLQ%3D%3DA

2024-08-21 - FP - Retirement Newsletter - Social Security COLA? Interest rates? Presidential economic plans? Let's explore.

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jars05zwYQpzv9JZ9sMtgpWwd0HNOhQRHqzWKWxTWgf4M%2FCrtCIikCQ%3D%3DA

2024-08-28 - FP - Retirement Newsletter - Eric Franklin's journey from the tech world to financial planning

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jnKg9tYmdR5q6Te%2BiK87Zp52zM7hulLwZNFihoKLpl7YWBi8HA%2Bha4Q%3D%3DA

2024-09-04 - FP - Retirement Newsletter - How advisors can protect older clients from financial scams

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4j2OcizJWG5ywm9AAbW4RrFpGjq%2FPb97wTHiq51%2BH9QnENuUuLYAQk5g%3D%3DA

2024-09-11 - FP - Retirement Newsletter - Peter Krull on aligning investments with values: The Ladder

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jnAwvv9vP%2FLE51Lu8tlHl1H6FRhoselZL7HltCciyPBuuufgresf%2F7Q%3D%3DA

2024-09-18 - FP - Retirement Newsletter - This auto-IRA retirement bill has hope

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jnvFqwJLId8X0YhzVhfBWtzZ2fiPYdzRy2RXfehMEygjBWeqD0JCI%2BQ%3D%3DA

2024-09-25 - FP - Retirement Newsletter - As Fed announces half-point rate drop, advisors change investment strategies

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4j59RUdvF72p2VxSnrVtnl%2F1G6ftDE8IrlzTN27xt0qcwaoOFd2xixCA%3D%3DA

2024-10-02 - FP - Retirement Newsletter - How owning an error can lead to career growth

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4j22%2BfT4i9Nu5bXScc6KXYaPsGVSMq3wEAOKQbEEh%2Bva8zZ%2BytjXxb8g%3D%3DA

2024-10-09 - FP - Retirement Newsletter - New CFP Board ads incite fierce backlash from advisors

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jfADsQrEsq9fWak2us7Ts0fVBRng7WnYtquIWmPAeJPpOz9kaGm1DBw%3D%3DA

2024-10-16 - FP - Retirement Newsletter - 'Diet' COLA: Advisors talk to clients about the lowest increase in years

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jM7TF4sGzDgzes8VKo2JtsbczOzdpobyYHsDT12nBfQ34MvuGB4uskQ%3D%3DA

2024-10-23 - FP- Retirement Newsletter - After backlash from advisors, CFP Board updates ads

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jIJcasxyJj4bibGXKjAlaDkLwZgn0t%2Fpn0%2Fu6Kc0xU7uZBWj3c7J%2BIQ%3D%3DA

2024-10-30 - FP - Retirement Newsletter - Here are the election outcomes financial advisors are hoping for

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4j6MG%2Be5Pynj5NeCMIaCb25m4a0m8%2FyLuR6sSY7jVbN40QTKwwkwmDkw%3D%3DA

2024-11-06 - FP - Retirement Newsletter - This isn't, 'Goodbye,' this is simply, 'See you later'

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jHdQEZT%2FykaSoPr0KJ5KKBjmsPjmafQ50Oe6FG%2FvJWC2cLnnVm%2FqVdA%3D%3DA

2024-11-13 - FP - Retirement Newsletter - The return of Nathan Place ... and Trump

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jDX%2B7RjrVxQx8reEuajBIa%2B9TWD7dnb9u9Gyrla%2FP4fxfsre9JVDZyw%3D%3DA

(This was written by Nathan Place and mentions Rob Burgess.)

2025-01-22 - FP - Retirement Newsletter - Retired … and healthy? Better make sure

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jCDUGDbQMD1pxb6qDn1w%2BscyYxvLASWrLLHZttRDjiFyCJYzaO6nFng%3D%3DA

(This was written by Brian Wallheimer and mentions Rob Burgess.)

Wealthtech Weekly Newsletters

Each Thursday starting in November 2024, I have been writing and sending our “Wealthtech Weekly” newsletter, which features my stories from the previous week, highlights areas of interest and provides an outlet for readers who want to connect further.

2024-11-07 - FP – Wealthtech Weekly Newsletter - Have you checked in on your clients’ mental well-being?

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jlBn0SW0hicZ%2B9%2FzwuI4m22pWKDPjqNgNEt15G35HS1UBam0LM9D%2FRQ%3D%3DA

(This was written by Rachel Witkowski and mentions Rob Burgess.)

2024-11-14 - FP - Wealthtech Weekly Newsletter - Back for the first time

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jJw%2B%2BSD%2FrZTgPY2CHxvejXMWtZGX2ret%2B%2Bc0KJubySfDge5GjKibkPA%3D%3DA

2024-11-21 - FP - Wealthtech Weekly Newsletter - How Robinhood's TradePMR acquisition changes the industry

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jPTN41%2F3jSC2nenaINn9dLDQDdDGGx%2BEt7uy277WgZDd30k0LUSFmRw%3D%3DA

2024-11-28 - FP - Wealthtech Weekly Newsletter - The triumphant return of “Show Me Your Stack”

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jgiRkOMp9JkhKAw1h%2FInJpIRVoKSH5zPyt24DzNI3HnNIIXTX3sctZQ%3D%3DA

2024-12-05 - FP - Wealthtech Weekly Newsletter - Orion’s Natalie Wolfsen talks tech personalization

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jIbXXLpush5dddc3SVKUOQ5phS6lZXC4Ih0MXjMYmLoFNwWo15mecqg%3D%3DA

2024-12-12 - FP - Wealthtech Weekly Newsletter - The social media strategies that work for advisors

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4j0HcBZd85oiTxNtgLMeNoVe0h1uQkM2YEsQc5%2FAap6%2Ffxo2EnJ7pELw%3D%3DA

2024-12-19 - FP - Wealthtech Weekly Newsletter - In AI we trust(ish)

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jRsqpJiut60tTy2m8C%2B3ZRAWCqiLXeUQSByFzCYcfeb22fHZpHMZthA%3D%3DA

2024-12-26 - FP - Wealthtech Weekly Newsletter - Wealthtech predictions for 2025

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jwYagIuDYwxYA5CZg3MaE28PVnX1QR%2FNfBN6Ah%2FNUK8Anbco5VUAYdg%3D%3DA

2025-01-02 - FP - Wealthtech Weekly Newsletter - Advisors, clients want to know where the gold is at in 2025

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jrMAblZ9sPj0c%2FZw4hMGfbxLuDClrnNA05O%2B0JHKU7PPrK%2FJuE%2BAPMw%3D%3DA

2025-01-09 - FP - Wealthtech Weekly Newsletter - A chef's search for tech mise en place

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jcHq0MJGU7RfxytHNx%2BVpAgrj0oXBjwrZkTTVJbfZYmqvw4JpP50xJw%3D%3DA

2025-01-16 - FP - Wealthtech Weekly Newsletter - A long-run view of advisor tech choices

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4j%2FBYqgIMIRj8FLcyd1KiXISYQsZ86adiOSCIVRzoc5dCNuiCZLerwrw%3D%3DA

2025-01-23 - FP - Wealthtech Weekly Newsletter - The 10 best- and worst-performing ETFs of 2024

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jXZyosdTurwgeltPQIjjbUPVpSXL66DhuiG3ySfDk%2BBMjXdRgz4dVCw%3D%3DA

2025-01-30 - FP - Wealthtech Weekly Newsletter - Tax tech as a differentiator

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jEHuDzMrxxjYNUudD%2F%2Fw3Ri9oG40P4HhfT4LwGHXEZrT6AOI8Kpjf3g%3D%3DA

2025-02-06 - FP - Wealthtech Weekly Newsletter - DeepSeek rising — and what it means for advisors

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jhM2%2BG%2FjmrON%2FHpHLwTQvIINzNCGQDNrVJZ78MjsB0CJDgKksKDxfYg%3D%3DA

2025-02-13 - FP - Wealthtech Weekly Newsletter - The power of podcasting - Marketing and tech tips for financial advisors

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jtOpx5mQP7teVYBC4VnLAANY8aWxUsvmeSXNG%2BxekwBqly9Adp7aoPg%3D%3DA

2025-02-20 - FP - Wealthtech Weekly Newsletter - How to tame the Salesforce beast

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4j94GAM7BZDCr4LG89QQkN0hbgTi5XHTeHFpCneDwpQaAwfqC6bwBP3A%3D%3DA

2025-02-27 - FP - Wealthtech Weekly Newsletter - Next stop – T3

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jRWsaOIRBxKYVf1pXx3k%2FphEO%2FPrznBVVSb2DujXSsuZhvYzbLUAhUg%3D%3DA

2025-03-06 - FP - Wealthtech Weekly Newsletter - T3 says AI is through the roof

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4j5Pkw%2FHShwU9Qkbc2E28CUoRleaF0X6hEq%2BkWDjFQcMeIUE2VDGaXtw%3D%3DA

2025-03-13 - FP - Wealthtech Weekly Newsletter - The T3 tech tools to take time to think about

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jl2MSQe1GXmSr9UAsytEvfkQj7hcK9FHkRG6rJeEbll3Mc2Zo4%2BLzqQ%3D%3DA

2025-03-20 - FP - Wealthtech Weekly Newsletter - Is your tech stack optimized for organic growth?

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jWBHPTq3UWvlkh2wb9Qd6sGrNoinD1QKKquHEDzRW%2BseikbY%2FeY8X5g%3D%3DA

2025-03-27 - FP - Wealthtech Weekly Newsletter - AI-powered note-taking tools gain traction

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jsFuV43%2Fs2eD614%2F5Q%2FKKT3x8dTunOt9gLMPtvpvSMwSxYhBTDOGvvQ%3D%3DA

2025-04-03 - FP - Wealthtech Weekly Newsletter - Does your tech help you stand out?

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jZQmd0QWN1Wj9JjS%2BJrNAuv34dJoP3Dg%2BYH64HJiRJQw339DV0X%2F5uA%3D%3DA

2025-04-10 - FP - Wealthtech Weekly Newsletter - The tech this solo advisor taps to streamline integrations

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jOc5c2xxstXYewSOPt1KsvJuv95bcx%2FsjodLUz7YnvOT%2FxZQgYIxFJQ%3D%3DA

2025-04-17 - FP - Wealthtech Weekly Newsletter - The best- and worst- performing technology ETFs

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jfOPMj7msAy%2FNFyF6IpCx5XG8UrdfxyMlykP%2BCN6Vxt0v1%2B7NrZwF6A%3D%3DA

2025-04-24 - FP - Wealthtech Weekly Newsletter - Growing a tech stack to reach $1B in AUM - Show Me Your Stack

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jGbaIODthAackA4ACqhU6HIg%2FS%2FdVve%2BoaoqteiaJrtodCL%2Bmt6YfOg%3D%3DA

2025-05-01 - FP - Wealthtech Weekly Newsletter - Applying generative AI search, internally

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jL8efbQVEn3A0bd5jO8GzchvHFsQS5DSHFwsLPtSmNNppoP6b%2FPS88A%3D%3DA

2025-05-08 - FP - Wealthtech Weekly Newsletter - Is AI saving your firm time - If so, what are you doing with it

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jtTnv6NqjLrLHZ6Uc7MXJafBD73DrfesKPkY7j2hluOeAVVnK8Rxqbg%3D%3DA

2025-05-15 - FP - Wealthtech Weekly Newsletter - Looking outside the industry for tech stack solutions

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jHWiXhjme%2FqrgamwCb0MX2tAltXJR5OUUSO%2Buf%2BCGmJDJidfrFRX%2BEA%3D%3DA

2025-06-05 - FP - Wealthtech Weekly Newsleter - What if you could build a multifamily office tech stack from scratch

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jAcn7TyKFn0%2B2ptwzZ%2Ff4gTOMOxyCmAcTLitDTsMwFIhRBXgrad8RIg%3D%3DA

2025-06-12 - FP - Wealthtech Weekly Newsletter - AI’s home-field advantage

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jhjKk0R2TmEOPIYINpB4%2FQcpjnTe1kVD7IcFnpgXSWjH7VBRKJB4qQg%3D%3DA

2025-06-19 - FP - WealthTech Weekly Newsletter - The cost of an AI email

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jZQfz9cNN3BxMKGH8YQPCXyThfeQTosPBqA0Ww6yXB6m656f8wHYs2A%3D%3DA

2025-06-26 - FP- Wealthtech Weekly Newsletter - How the search traffic game has changed for advisors

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jt4oBtEWE1GkWfjyRNcoB6lUM4ZmWra5BCa3ilf0a8KsKfZngkVj5ww%3D%3DA

2025-07-03 - FP - Wealthtech Weekly Newsletter - Can the right tech bring cybersecurity peace of mind

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2025-07-10 - FP - Wealthtech Weekly Newsletter - When AI sucks time instead of saving it

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jpGnEnuTKSenSkKmtQVqSpGG48pbulTta%2Bauuyinrmdh2bbwgYKrPWw%3D%3DA

2025-07-17 - FP - Wealthtech Weekly Newsletter - Are you concerned AI will replace you

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jToKee3c4g4KE87z3XShfevMKlm3AEzOBSnlBVr3Pt9NNRo8PNMEUpA%3D%3DA

2025-07-24 - FP - Wealthtech Weekly Newsletter - Learn from how other advisors built their tech stacks

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jk7WvpfvKVR3f67HfI7sbJb2VFTtrKzMpUe%2FPdsxoJGhQmFoD%2BSqNcQ%3D%3DA

2025-07-31 - FP - Wealthtech Weekly Newsletter - Why this RIA prioritized AI notetakers in its tech stack

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jdRmBzfugz90Kyyax4BMhdxT8qkaduRy8X5VA4nHEZi%2FJq75WCzecEA%3D%3DA

2025-08-07 - FP - Wealthtech Weekly Newsletter - Swag that ensures your firm stands out

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jczSY7Sy2colySLdcWtLwiML3XxlqoHtB6dg3Z1a%2BOtXCxTm3j29O5Q%3D%3DA

2025-08-14 - FP - Wealthtech Weekly Newsletter - Posthumous AI avatars: Why clients need to make their wishes clear now

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jK40wf8q9r1pglUyrkL1LH1h67oiXz6ewx9WgCKNmJnPOWvG3DwxJ6g%3D%3DA

2025-08-21 - FP - Wealthtech Weekly Newsletter - Find out what agentic AI means for your firm

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jn%2FmAvBWi4LUUd3yiKrA%2FQ1IezgozOcXVY6IXY%2BCPvcyvCKRY2Z5LPw%3D%3DA

2025-08-28 - FP - Wealthtech Weekly Newsletter - What Walt Disney can teach you about your tech stack

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jfs693CG5t1lolcCqFV4%2BuG3HktOxVJjRBSv64VY6WzjN00kziED3ig%3D%3DA

2025-09-04 - FP - Wealthtech Weekly Newsletter - Next stop - Future Proof

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jywDv7oukar7QKcgazHIOfPWEhzAVqaLE%2FMyuqFvnW89fM5XbduMrwg%3D%3DA

2025-09-11 - FP - Wealthtech Weekly Newsletter - Kitces' take on tech; plus, how to get noticed in AI search

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jesDFe5zLjPOsNWywq%2BDa5bic%2BPPwYWWwJcFwtz4k5ZPfPPds%2FWFaCg%3D%3DA

2025-09-18 - FP - Wealthtech Weekly Newsletter - When social posts are risky business

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4joSCH9zsSeqaoBjCKKmdAyVKWw%2B1MXapoWI1pRM1YKhxVJOaJUmqzHg%3D%3DA

2025-09-25 - FP - Wealthtech Weekly Newsletter - Want growth - Fix your 'mediocre' culture

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2025-10-02 - FP - Wealthtech Weekly Newsletter - Increase AI search visibility with this one trick

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jLLpE3HoRWaaJaZuH1s3uFD4sHT84hMKLGMFMJfm2%2F34mx0uXcQiwfQ%3D%3DA

2025-10-09 - FP - Wealthtech Weekly Newsletter - Tech to tally taxes

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jSOwX%2FhTJAS7qS%2BHHq3PiISDIvuCCTkCNqvNkrEBWFhy7TjrKEiqdlA%3D%3DA

2025-10-16 - FP - Wealthtech Weekly Newsletter - Are you ready to let AI control client investments

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4j%2FYWJ%2FgITAwhpmAPLN%2BjP8Cnq7jaKVaEE3dCJdj7IP1sc1DQHorTXew%3D%3DA

2025-10-23 - FP - Wealthtech Weekly Newsletter - The end of human-based financial advice - Not so fast

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jbwkPOciE%2FXYJGSg51sITXEe3JHpPkcAZdBYuTF7VyEkQDsMpHt76uw%3D%3DA

2025-10-30 - FP - Wealthtech Weekly Newsletter - Kitces on how AI is, and isn't, working for advisors

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jZ0rJT5YKYKYofI7V03GZuwC%2B%2F3T0t5jSmfoRT5vfu16k%2Bb10rLqv1Q%3D%3DA

2025-11-06 - FP - Wealthtech Weekly Newsletter - When it comes to how AI uses data, it's 'garbage in, garbage out'

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jwqqOF9d%2FpDMKyTo9AlIqDV0JnziQwsTYsqAROy35wNqgR1QgB9XeTA%3D%3DA

2025-11-13 - FP - Wealthtech Weekly Newsletter - Your client is recording the meeting. What now

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jahEOMIc1JZTg0xyNr8mfynX9nxIdfoSpcS7h1IlY7XmBsLoIc1%2FS5A%3D%3DA

2025-11-20 - FP - Wealthtech Weekly Newsletter - The importance of streamlined integrations for advisors

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2025-11-27 - FP - Wealthtech Weekly Newsletter - How to prepare your practice for the next internet outage

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jNZPQJgNE5C%2BhzNIBfH37TwXlY18dCgJoOD1lYC3U9A6BGMZjHrDoZg%3D%3DA

2025-12-04 - FP - Wealthtech Weekly Newsletter - Free AI tools - You’d better hope not

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jpnlawKPw1JLMJUfeKT1AlhJUo6OmA8QxcNUyoVNk%2BJjJhryz0l91lg%3D%3DA

2025-12-11 - FP - Wealthtech Weekly Newsletter - Bet on your clients encountering prediction markets

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jLS%2FNK%2BD7g13kE3k%2BBlDhz8qVylNwXWuJQ47Iltbwq7sXjVkLGN8TzA%3D%3DA

2025-12-18 - FP - Wealthtech Weekly Newsletter - What we learned about AI in 2025

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jgc8WuQmG84ghKdwzAs7ZWFEzBWMBbBda4n1yrgeR2dFFAuMxwhA6XA%3D%3DA

2025-12-25 - FP - Wealthtech Weekly Newsletter - Find out who will shape wealth management in 2026

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2026-01-01 - FP - Wealthtech Weekly Newsletter - Must-read tech stories on AI, tech and more

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jN%2BBrWIbznQ%2Fw0f9AoA94U3p3dXdRVQ0BZmGfDpwR1t3kTBEK4uYVYw%3D%3DA

2026-01-08 - FP - Wealthtech Weekly Newsletter - How advisors can fight the AI slop explosion and connect with clients

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jeexlwHpLKI9U6O28gqfgDoA0E01ictkdFYQ%2BuPceyPBDZxwosb37RA%3D%3DA

2026-01-15 - FP - Wealthtech Weekly Newsletter - Is it risky to stay on X

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2026-01-22 - FP - Wealthtech Weekly Newsletter - How micro-targeted advisors are stealing your prospects

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2026-01-29 - FP - Wealthtech Weekly Newsletter - What your peers think about client-facing tech

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2026-02-05 - FP - Wealthtech Weekly Newsletter - How do you grow prospects without social media?

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jYXpjsbo2x6hpJtHIT9og3r1fW8fxinkVOePBqGoEVvt5G6pXeCtUog%3D%3DA

2026-02-12 - FP - Wealthtech Weekly Newsletter - How agentic AI could upend advisor workflows

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jm9TuXfGnZPDgbS756ni6UYiWEWE7g1int54NvQjJ8iqQoRGHLKHdkA%3D%3DA

2026-02-19 - FP - Wealthtech Weekly Newsletter - Looking overseas for portfolio allocations

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2026-02-26 - FP - Wealthtech Weekly Newsletter - Worried about losing prospects due to weak AI search results

https://arz.omeclk.com/portal/public/ViewCommInBrowser.jsp?Sv4%2BeOSSucwnu1sKerrz5Xv8LeQk9j4jG8uUaQOtSKA56wVcjQ8PMbDb2t78hdZ9xtOjB8EV8vfqHs9bhaNNew%3D%3DA

2026-03-05 - FP - Wealthtech Weekly Newsletter - Are your clients prepared for an AI bubble

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2026-03-12 - FP - Wealthtech Weekly Newsletter - What you missed at Future Proof and T3

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2026-03-19 - FP - Wealthtech Weekly Newsletter - T3 tech roundup - Upgrades advisors should know

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2026-03-26 - FP - Wealthtech Weekly Newsletter - Is AI saving time or burning employees out

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Wealth Management Magazine - Technology Reporter

2024-07-05T00:00:00.000-04:00

From October 2022 to July 2024, I was Technology Reporter for Wealth Management Magazine. Check out my author page here.

2022-10-07 - WM - LPL Pulls $1B Firm From Merrill Lynch

https://www.wealthmanagement.com/industry/lpl-pulls-1b-firm-merrill-lynch

2022-10-18 - WM - Merrill Eyes Digital Marketing to Fuel Organic Advisor Growth

https://www.wealthmanagement.com/industry/merrill-eyes-digital-marketing-fuel-organic-advisor-growth

2022-10-19 - WM - Many Investors Aren’t Preparing For Great Wealth Transfer | Wealth Management

https://www.wealthmanagement.com/high-net-worth/ubs-report-many-investors-aren-t-preparing-successful-wealth-transfer

2022-10-24 - WM - Fidelity Pilots Direct Indexing Offering for Advisors

https://www.wealthmanagement.com/equities/fidelity-pilots-direct-indexing-offering-advisors

2022-10-27 - WM - Schwab-TDAI 'Conversion Event' Slated for Labor Day Weekend 2023

https://www.wealthmanagement.com/technology/schwab-tdai-conversion-event-slated-labor-day-weekend-2023

2022-11-01 - WM - Ten to Watch in 2023 - Marcel Tsai

https://www.wealthmanagement.com/people/ten-watch-2023-marcel-tsai

(This story was re-published in the October-November 2022 edition of Wealth Management Magazine.)

2022-11-01 - WM - Ten to Watch in 2023 - Laxmi Ramanath

https://www.wealthmanagement.com/people/ten-watch-2023-laxmi-ramanath

(This story was re-published in the October-November 2022 edition of Wealth Management Magazine.)

2022-11-02 - WM - Schwab Presents Detailed Time Line for TD Ameritrade Integration

https://www.wealthmanagement.com/industry/schwab-presents-detailed-time-line-td-ameritrade-integration

2022-11-03 - WM - Morningstar Debuts Direct Indexing Offering

https://www.wealthmanagement.com/equities/morningstar-debuts-direct-indexing-offering

2022-11-07 - WM - Taiber Launches Taiko, an OCIO for Financial Advisors

https://www.wealthmanagement.com/news/taiber-launches-taiko-ocio-financial-advisors

2022-11-08 - WM - J.D. Power - Largest Asset Managers Dominate in Advisor Digital Experience

https://www.wealthmanagement.com/news/jd-power-largest-asset-managers-dominate-advisor-digital-experience

2022-11-15 - WM - Snappy Kraken Expands Convos Texting Platform to Broker-Dealers

https://www.wealthmanagement.com/technology/snappy-kraken-expands-convos-texting-platform-brokerdealers

2022-11-29 - WM - Skience Rolls Out RightBRIDGE Integration

https://www.wealthmanagement.com/technology/skience-rolls-out-rightbridge-integration

2022-12-08 - WM - Savvly Introduces Pooled Equity Index Fund for Retirement Planning

https://www.wealthmanagement.com/alternative-investments/savvly-introduces-pooled-equity-index-fund-retirement-planning

2022-12-09 - WM - Dynasty Names Bob Shea New Chief Investment Strategist

https://www.wealthmanagement.com/people/dynasty-names-bob-shea-new-chief-investment-strategist

2022-12-20 - WM - WealthStack Research Reveals Big Gaps in How Advisory Firms Use Tech

https://www.wealthmanagement.com/technology/wealthstack-research-reveals-big-gaps-how-advisory-firms-use-tech

2022-12-23 - WM - Alts and Advisors - A Mixed Bag

https://www.wealthmanagement.com/alternative-investments/alts-and-advisors-mixed-bag

2023-01-17 - YCharts - WM - With An Eye On Fees And Returns, More Clients Are Looking For a New Advisor

https://www.wealthmanagement.com/industry/ycharts-eye-fees-and-returns-more-clients-are-looking-new-advisor

2023-01-19 - WM - FNZ Expanding US Footprint With YieldX Acquisition

https://www.wealthmanagement.com/technology/fnz-expanding-us-footprint-yieldx-acquisition

2023-01-20 - WM - Advisor-Finder Zoe Financial Launches Wealth Platform

https://www.wealthmanagement.com/technology/advisor-finder-zoe-financial-launches-wealth-platform

2023-01-25 - WM - WealthStack Roundup: Asset-Map Partners With Cetera; Elements Receives $5M in Funding; Lumiant Partners With DMW Strategic Consulting

https://www.wealthmanagement.com/technology/wealthstack-roundup-asset-map-partners-cetera-elements-receives-5m-funding-lumiant

2023-01-26 - WM - Raymond James Adds Advisors, Despite Recruiting Challenges

https://www.wealthmanagement.com/news/raymond-james-adds-advisors-despite-recruiting-challenges

2023-01-31 - WM - Survey - Financial Advisors Have Larger Role to Play in Clients' Retirement Planning

https://www.wealthmanagement.com/retirement-news/survey-financial-advisors-have-larger-role-play-clients-retirement-planning

2023-01-31 - WM - Gavin Spitzner, Popular and Outspoken Advisor Tech Consultant, Dies at 57

https://www.wealthmanagement.com/people/gavin-spitzner-popular-and-outspoken-advisor-tech-consultant-dies-57

2023-02-01 - WM - Pontera Announces Integration With Envestnet's Tamarac Platform

https://www.wealthmanagement.com/technology/pontera-announces-integration-envestnets-tamarac-platform

2023-02-03 - WM - WealthStack Roundup - Orion Partners With FFP; Morningstar and TIFIN Enhance AI-Powered Platform; eMoney Responds to SECURE 2.0 Tax Changes

https://www.wealthmanagement.com/technology/wealthstack-roundup-orion-partners-ffp-morningstar-and-tifin-enhance-ai-powered-platform

2023-02-07 - WM - Conquest Planning Secures $17.8M in Series A Funding

https://www.wealthmanagement.com/technology/conquest-planning-secures-178m-series-funding

2023-02-08 - WM - Asset-Map Announces $6M in Series B Funding

https://www.wealthmanagement.com/technology/asset-map-announces-6m-series-b-funding

2023-02-10 - WM - Wealthstack Roundup - Opto Investments Teams With Merchant on Alts

https://www.wealthmanagement.com/technology/wealthstack-roundup-opto-investments-teams-merchant-alts

2023-02-16 - WM - Betterment Lays Off 28 Employees

https://www.wealthmanagement.com/technology/betterment-lays-28-employees

2023-02-22 - WM - Avantax Announces $1.7B in Newly Recruited Assets in 2022

https://www.wealthmanagement.com/news/avantax-announces-17b-newly-recruited-assets-2022

2023-02-23 - WM - Orion Advisor Academy Debuts

https://www.wealthmanagement.com/news/orion-advisor-academy-debuts

2023-02-28 - WM - Orion Launches Compliance Tool With Share Class Monitoring

https://www.wealthmanagement.com/technology/orion-launches-compliance-tool-share-class-monitoring

2023-03-03 - WM - Orion Debuts New Direct Indexing Workflow

https://www.wealthmanagement.com/technology/orion-debuts-new-direct-indexing-workflow

2023-03-09 - WM - For Wealthtech Firms And Advisors, AI Has Entered The Chat

https://www.wealthmanagement.com/technology/wealthtech-firms-and-advisors-ai-has-entered-chat

2023-03-10 - WM - Q&A - Joel Bruckenstein on What to Expect at T3

https://www.wealthmanagement.com/technology/qa-joel-bruckenstein-what-expect-t3

2023-03-14 - WM - T3 - Cybersecurity Adoption Still ‘Woefully Low’

https://www.wealthmanagement.com/technology/t3-cybersecurity-adoption-still-woefully-low

2023-03-15 - WM - T3 - Rise of the Machines

https://www.wealthmanagement.com/technology/t3-rise-machines

2023-03-22 - WM - Executive Shake-Up at Skience

https://www.wealthmanagement.com/people/executive-shake-skience

2023-03-23 - WM - GeoWealth Acquires First Ascent Asset Management

https://www.wealthmanagement.com/industry/geowealth-acquires-first-ascent-asset-management

2023-03-29 - WM - Q&A - Robert Sofia, CEO of Snappy Kraken

https://www.wealthmanagement.com/marketing/qa-robert-sofia-ceo-snappy-kraken

2023-03-31 - WM - Taiko Debuts Strategy Gallery

https://www.wealthmanagement.com/technology/taiko-debuts-strategy-gallery

2023-03-31 - WM - WealthStack Roundup - Orion, Riskalyze Announce 'Enhanced Integration'

https://www.wealthmanagement.com/technology/wealthstack-roundup-orion-riskalyze-announce-enhanced-integration

2023-04-03 - WM - Acorns Acquires GoHenry, Pixpay

https://www.wealthmanagement.com/technology/acorns-acquires-gohenry-pixpay

2023-04-04 - WM - Flourish Cash Announces Redtail Technology Integration

https://www.wealthmanagement.com/technology/flourish-cash-announces-redtail-technology-integration

2023-04-07 - WM - SMArtX Advisory Solutions Adds 54 Strategies to UMA Platform

https://www.wealthmanagement.com/equities/smartx-advisory-solutions-adds-54-strategies-uma-platform

2023-04-11 - WM - More SVB Advisors Depart After Bank’s Collapse

https://www.wealthmanagement.com/industry/more-svb-advisors-depart-after-bank-s-collapse

(This story was written by Reporter Patrick Donachie, and Managing Editor Diana Britton and Reporter Rob Burgess contributed to this report.)

2023-04-12 - WM - More First Republic Advisors Depart

https://www.wealthmanagement.com/people/more-first-republic-advisors-depart

2023-04-13 - WM - Four More SVB Advisors Join Cynosure Wealth Advisors

https://www.wealthmanagement.com/industry/four-more-svb-advisors-join-cynosure-wealth-advisors

(This story was written by Reporter Patrick Donachie and Managing Editor Diana Britton and Reporter Rob Burgess contributed to this report.)

2023-04-13 - WM - Alts Tech Platform Opto Investments Forms Advisory Council

https://www.wealthmanagement.com/alternative-investments/alts-tech-platform-opto-investments-forms-advisory-council

2023-04-18 - WM - Absolute Engagement Tech Tracks Client Confidence and Concerns

https://www.wealthmanagement.com/technology/absolute-engagement-tech-tracks-client-confidence-and-concerns

2023-04-21 - WM - WealthStack Roundup - Hearsay Systems Becomes The Latest And Largest MarTech Firm To Embrace AI

https://www.wealthmanagement.com/technology/wealthstack-roundup-hearsay-systems-becomes-latest-and-largest-martech-firm-embrace-ai

2023-05-10 - WM - Orion Debuts ChatGPT 3.5 Integration, ‘Redtail Speak’

https://www.wealthmanagement.com/technology/orion-debuts-chatgpt-35-integration-redtail-speak

2023-05-12 - WM - WealthStack Roundup - Vestwell To Support Chase’s Everyday 401(k)

https://www.wealthmanagement.com/technology/wealthstack-roundup-vestwell-support-chase-s-everyday-401k

2023-05-17 - WM - Income Lab Debuts Retirement Stress Test Tool

https://www.wealthmanagement.com/technology/income-lab-debuts-retirement-stress-test-tool

2023-05-17 - WM - Cetera Financial Parent Company Names Former Fidelity Executive Mike Durbin CEO

https://www.wealthmanagement.com/people/cetera-financial-parent-company-names-former-fidelity-executive-mike-durbin-ceo

2023-05-22 - WM - Eric Clarke To Step Down As Orion CEO

https://www.wealthmanagement.com/technology/eric-clarke-step-down-orion-ceo

2023-05-23 - WM - Vamsi Yadlapati Joins Savvy Wealth’s Board of Advisors

https://www.wealthmanagement.com/estate-planning/portability-and-second-marriages

2023-05-24 - WM - tru Independence Debuts truView Platform

https://www.wealthmanagement.com/technology/tru-independence-debuts-truview-platform

2023-05-24 - WM - Q&A - Mike Durbin, CEO of Cetera Holdings

https://www.wealthmanagement.com/industry/qa-mike-durbin-ceo-cetera-holdings

2023-05-26 - WM - WealthStack Roundup - Nitrogen Survey Notes Attributes of High-Growth Firms

https://www.wealthmanagement.com/technology/wealthstack-roundup-nitrogen-survey-notes-attributes-high-growth-firms

2023-06-02 - WM - WealthStack Roundup - Hearsay Social Study Reveals Increased Engagement, Shifts in Types of Content

https://www.wealthmanagement.com/technology/wealthstack-roundup-hearsay-social-study-reveals-increased-engagement-shifts-types

2023-06-05 - WM - The Minds Behind the Machines - Jan Szilagyi, Toggle AI

https://www.wealthmanagement.com/technology/minds-behind-machines-jan-szilagyi-toggle-ai

2023-06-05 - WM - Advisors Glimpse the Promise, and Peril, of AI

https://www.wealthmanagement.com/technology/advisors-glimpse-promise-and-peril-ai

2023-06-08 - WM - Schwab Personalized Indexing Receives Upgrades

https://www.wealthmanagement.com/technology/schwab-personalized-indexing-receives-upgrades

2023-06-09 - WM - TIFIN AMP Spinoff Raises $10M in Series A Funding

https://www.wealthmanagement.com/technology/tifin-amp-spinoff-raises-10m-series-funding

2023-06-13 - WM - F2 Strategy Acquires Oakbrook Solutions, Receives Investment From Renovus Capital

https://www.wealthmanagement.com/technology/f2-strategy-acquires-oakbrook-solutions-receives-investment-renovus-capital

2023-06-14 - WM - Alternative Investments Platform iCapital Launches Marketplace

https://www.wealthmanagement.com/alternative-investments/alternative-investments-platform-icapital-launches-marketplace

2023-06-15 - WM - WealthStack Roundup - EU Passes Artificial Intelligence Act

https://www.wealthmanagement.com/technology/wealthstack-roundup-eu-passes-artificial-intelligence-act

2023-06-23 - WM - Fidelity 'Crypto for Wealth Managers' Coming Within Months, Company Confirms

https://www.wealthmanagement.com/technology/fidelity-crypto-wealth-managers-coming-within-months-company-confirms

2023-06-27 - WM - Wealth.com Debuts ‘Ester,’ an AI-Powered Estate Planning Legal Assistant for Advisors

https://www.wealthmanagement.com/technology/wealthcom-debuts-ester-ai-powered-estate-planning-legal-assistant-advisors

2023-06-29 - WM - WealthStack Roundup - Salesforce Launches Personalized Financial Engagement With Gen AI Capabilities

https://www.wealthmanagement.com/technology/wealthstack-roundup-salesforce-launches-personalized-financial-engagement-gen-ai

2023-06-30 - WM - Most Advisors Planned for Student Loan Payments, Despite Biden Plan

https://www.wealthmanagement.com/industry/most-advisors-planned-student-loan-payments-despite-biden-plan

2023-07-06 - WM - 30M People Joined Threads Overnight. Will Advisors Get on Board

https://www.wealthmanagement.com/technology/30m-people-joined-threads-overnight-will-advisors-get-board

2023-07-07 - WM - Q and A - Orion CEO Eric Clarke on a Replacement, Retirement and the Future

https://www.wealthmanagement.com/people/qa-orion-ceo-eric-clarke-replacement-retirement-and-future

2023-07-11 - WM - Helios Introduces Custom Sleeving Capabilities

https://www.wealthmanagement.com/technology/helios-introduces-custom-sleeving-capabilities

2023-07-12 - WM - AI Will Heighten Cybersecurity Risks for RIAs

https://www.wealthmanagement.com/technology/ai-will-heighten-cybersecurity-risks-rias

2023-07-19 - WM - Schwab’s Stock Up Nearly 13 Percent As Cash Outflows Decelerate

https://www.wealthmanagement.com/industry/schwab-s-stock-nearly-13-cash-outflows-decelerate

2023-07-25 - WM - Milemarker’s 'Charter' Brings Outsourced CTO Service To Advisors

https://www.wealthmanagement.com/technology/milemarker-s-charter-brings-outsourced-cto-service-advisors

2023-07-26 - WM - Q and A - Alex Sauickie, CEO of AdvicePay

https://www.wealthmanagement.com/people/qa-alex-sauickie-ceo-advicepay

2023-07-28 - WM - TIFIN Launches TIFIN.AI Platform

https://www.wealthmanagement.com/technology/tifin-launches-tifinai-platform

2023-08-03 - WM - WealthStack Roundup - TIFIN Announces Executive Hires

https://www.wealthmanagement.com/wealthstack/wealthstack-roundup-tifin-announces-executive-hires

2023-08-10 - WM - WealthStack Roundup - GeoWealth, Halo Investing Partnership Offers Structured Note Portfolios In UMAs

https://www.wealthmanagement.com/technology/wealthstack-roundup-geowealth-halo-investing-partnership-offers-structured-note

(This story was co-written by reporter Rob Burgess and senior technology editor Davis Janowski.)

2023-08-17 - WM - The Growing Need For Cyber Insurance

https://www.wealthmanagement.com/technology/growing-need-cyber-insurance

(This story was re-published in the Third Quarter 2023 issue of Wealth Management Magazine.)

2023-08-18 - WM - WealthStack Roundup - Apex Integrates With Startup AdvisorArch

https://www.wealthmanagement.com/wealthstack/wealthstack-roundup-apex-integrates-startup-advisorarch

(This story was co-written by reporter Rob Burgess and senior technology editor Davis Janowski.)

2023-08-18 - WM - Securitize Acquires Onramp Invest

https://www.wealthmanagement.com/technology/securitize-acquires-onramp-invest

2023-08-22 - WM - Snappy Kraken Unveils AI-Powered Email Builder

https://www.wealthmanagement.com/news/snappy-kraken-unveils-ai-powered-email-builder

2023-08-24 - WM - Q and A - H. Adam Holt, Founder and CEO of Asset-Map

https://www.wealthmanagement.com/news/qa-h-adam-holt-founder-and-ceo-asset-map

2023-09-01 - WM - Advisors Express Cautious Optimism Ahead Of Schwab, TD Ameritrade Labor Day Account Conversion

https://www.wealthmanagement.com/technology/advisors-express-cautious-optimism-ahead-schwab-td-ameritrade-labor-day-account

(This story was co-written by reporter Rob Burgess and senior technology editor Davis Janowski.)

2023-09-05 - WM - Schwab Reports No Major Issues After Labor Day Weekend TD Ameritrade Conversion

https://www.wealthmanagement.com/industry/schwab-reports-no-major-issues-after-labor-day-weekend-td-ameritrade-conversion

2023-09-08 - WM - WealthStack Roundup - FP Alpha Releases P and C Snapshot, Which Summarizes Client Insurance Coverage

https://www.wealthmanagement.com/technology/wealthstack-roundup-fp-alpha-releases-pc-snapshot-which-summarizes-client-insurance

2023-09-08 - WM - Opto Investments Introduces Custom Funds Capabilities

https://www.wealthmanagement.com/alternative-investments/opto-investments-introduces-custom-funds-capabilities

2023-09-11 - WM - Morningstar Launches Enterprise Analytics Platforms and API For Mo Chatbot

https://www.wealthmanagement.com/technology/morningstar-launches-enterprise-analytics-platforms-and-api-mo-chatbot

2023-09-15 - WM - Morningstar to Cut Up to 12% of Sustainanalytics ESG Unit

https://www.wealthmanagement.com/industry/morningstar-cut-12-sustainanalytics-esg-unit

2023-09-15 - WM - Future Proof Roundup - AI Takes the Main Stage

https://www.wealthmanagement.com/industry/future-proof-roundup-ai-takes-main-stage

2023-09-19 - WM - PE Firm Carlyle Takes Minority Investment in Captrust

https://www.wealthmanagement.com/ria-edge/pe-firm-carlyle-takes-minority-investment-captrust

(Reporter Ali Hibbs contributed to this report.)

2023-09-21 - WM - WealthStack Roundup - AI @ Morgan Stanley Assistant Now Live

https://www.wealthmanagement.com/technology/wealthstack-roundup-ai-morgan-stanley-assistant-now-live

2023-09-25 - WM - Shaping Wealth to Hold Its First Behavioral Finance-Focused Virtual Event

https://www.wealthmanagement.com/news/shaping-wealth-hold-its-first-behavioral-finance-focused-virtual-event

2023-09-26 - WM - New Jersey Selects Vestwell For Its Secure Choice Savings Program

https://www.wealthmanagement.com/retirement-news/new-jersey-selects-vestwell-its-secure-choice-savings-program

2023-09-28 - WM - Wealth.com Adds Brian Hamburger as Strategic Advisor

https://www.wealthmanagement.com/news/wealthcom-adds-brian-hamburger-strategic-advisor

2023-09-29 - WM - WealthStack Roundup - Farther Raises $31M

https://www.wealthmanagement.com/technology/wealthstack-roundup-farther-raises-31m

(This story was co-written by reporter Rob Burgess and senior technology editor Davis Janowski.)

2023-10-04 - WM - Snappy Kraken Unveils Nitrogen Lead Generation Campaign

https://www.wealthmanagement.com/technology/snappy-kraken-unveils-nitrogen-lead-generation-campaign

2023-10-04 - WM - Daniel Crosby - Relationships Are Priceless, Finding True Connection Difficult

https://www.wealthmanagement.com/industry/daniel-crosby-relationships-are-priceless-finding-true-connection-difficult

2023-10-04 - WM - Nitrogen CEO Aaron Klein Looks To The Future

https://www.wealthmanagement.com/industry/nitrogen-ceo-aaron-klein-looks-future

2023-10-04 - WM - Serial Entrepreneur Joe Lonsdale on Breaking Into the RIA Market

https://www.wealthmanagement.com/people/serial-entrepreneur-joe-lonsdale-breaking-ria-market

2023-10-05 - WM - The Effects of Scale, Complexity and Technology on Growth and M and A

https://www.wealthmanagement.com/technology/effects-scale-complexity-and-technology-growth-and-ma

2023-10-06 - WM - WealthStack Roundup - Apex To Launch Fractional Fixed Income Platform

https://www.wealthmanagement.com/technology/wealthstack-roundup-apex-launch-fractional-fixed-income-platform

2023-10-09 - WM - Q and A - Pamela Cytron, President of Founders Arena

https://www.wealthmanagement.com/technology/qa-pamela-cytron-president-founders-arena

2023-10-16 - WM - eMoney Summit - Planning With Inclusion

https://www.wealthmanagement.com/client-relations/emoney-summit-planning-inclusion

2023-10-17 - WM - Growth Platform Practice Intel Officially Launches

https://www.wealthmanagement.com/technology/growth-platform-practice-intel-officially-launches

2023-10-17 - WM - FinanceHQ Emerges From Stealth Mode

https://www.wealthmanagement.com/technology/financehq-emerges-stealth-mode

2023-10-17 - WM - eMoney Unveils Product Roadmap At Summit

https://www.wealthmanagement.com/technology/emoney-unveils-product-roadmap-summit

2023-10-18 - WM - Sallie Krawcheck's Five Life Lessons

https://www.wealthmanagement.com/people/sallie-krawchecks-five-life-lessons

2023-10-19 - WM - Making a Difference Through Pro Bono Financial Planning

https://www.wealthmanagement.com/industry/making-difference-through-pro-bono-financial-planning

2023-10-20 - WM - Equity Advisor Solutions, ETC Brokerage Combine to Create New Custodian

https://www.wealthmanagement.com/industry/equity-advisor-solutions-etc-brokerage-combine-create-new-custodian

2023-10-24 - WM - Q and A - Hailin Li, CEO and Founder of Advyzon

https://www.wealthmanagement.com/technology/qa-hailin-li-ceo-and-founder-advyzon

2023-11-02 - WM - Elements Unveils New RIA Partnership Model

https://www.wealthmanagement.com/technology/elements-unveils-new-ria-partnership-model

2023-11-03 - WM - Using Technology To Become A ‘Cyborg’ Advisor

https://www.wealthmanagement.com/technology/using-technology-become-cyborg-advisor

2023-11-03 - WM - While Tech Integration Will Never Be Perfect, AI Could Help

https://www.wealthmanagement.com/technology/while-tech-integration-will-never-be-perfect-ai-could-help

2023-11-07 - WM - Several Fintechs Unveil New Upgrades, Features, Integrations At AdviceTech.LIVE

https://www.wealthmanagement.com/news/several-fintechs-unveil-new-upgrades-features-integrations-advicetechlive

2023-11-08 - WM - How Technology Can Help Clients ‘Befriend Their Future Selves’

https://www.wealthmanagement.com/technology/how-technology-can-help-clients-befriend-their-future-selves

2023-11-14 - WM - Q and A - Philipp Hecker, CEO of Bento Engine

https://www.wealthmanagement.com/technology/qa-philipp-hecker-ceo-bento-engine

2023-11-14 - WM - Envestnet to Rollout Retirement Savings Program

https://www.wealthmanagement.com/retirement-news/envestnet-rollout-retirement-savings-program

2023-11-16 - WM - Helios Rolls Out Scheduling Features For Its Model Rebalancing

https://www.wealthmanagement.com/technology/helios-rolls-out-scheduling-features-its-model-rebalancing

2023-11-17 - WM - WealthStack Roundup - Farther Reaches $1.6B In AUM

https://www.wealthmanagement.com/technology/wealthstack-roundup-farther-reaches-16b-aum

(This story was co-written by reporter Rob Burgess and senior technology editor Davis Janowski.)

2023-11-30 - WM - Helios Integrates Machine Learning Into Its Investment Models

https://www.wealthmanagement.com/technology/helios-integrates-machine-learning-its-investment-models

2023-12-04 - WM - Hub International Acquires $2.3B AFS 401(k) Retirement Services

https://www.wealthmanagement.com/industry/hub-international-acquires-23b-afs-401k-retirement-services

2023-12-12 - WM - Altruist Adds Integrations With Orion, MoneyGuide and Others

https://www.wealthmanagement.com/technology/altruist-adds-integrations-orion-moneyguide-and-others

2023-12-18 - WM - The Ten to Watch in 2024 - Brian Thorp

https://www.wealthmanagement.com/people/ten-watch-2024-brian-thorp

(Also published in the fourth quarter of 2023 edition of Wealth Management Magazine.)

2023-12-18 - WM - The Ten to Watch in 2024 - Iraklis Kourtidis

https://www.wealthmanagement.com/people/ten-watch-2024-iraklis-kourtidis

(Also published in the fourth quarter of 2023 edition of Wealth Management Magazine.)

2023-12-22 - WM - Tech Trends In Wealth Management To Watch In 2024

https://www.wealthmanagement.com/technology/tech-trends-wealth-management-watch-2024

2024-01-03 - WM - Six Months After Threads’ Launch, Many Advisors Still Searching For An X Alternative

https://www.wealthmanagement.com/technology/six-months-after-threads-launch-many-advisors-still-searching-x-alternative

2024-01-05 - WM - TIFIN, Franklin Templeton To Launch TIFIN @Work

https://www.wealthmanagement.com/technology/tifin-franklin-templeton-launch-tifin-work

2024-01-08 - WM - What’s Next For Envestnet After Bill Crager

https://www.wealthmanagement.com/technology/what-s-next-envestnet-after-bill-crager

2024-01-11 - WM - Avise Financial, A Technology And Services Co-Op For Advisors, Launches

https://www.wealthmanagement.com/ria-news/avise-financial-technology-and-services-co-op-advisors-launches

2024-01-12 - WM - WealthStack Roundup - Reputation Management Platform Testimonial IQ To Debut Upgrades

https://www.wealthmanagement.com/technology/wealthstack-roundup-reputation-management-platform-testimonial-iq-debut-upgrades

2024-01-19 - WM - Most Advisors Lukewarm Toward SEC-Approved Spot Bitcoin ETFs

https://www.wealthmanagement.com/news/most-advisors-lukewarm-toward-sec-approved-spot-bitcoin-etfs

(This story was co-written by reporter Rob Burgess and managi.)

2024-01-23 - WM - Income Lab Carves Out 'Life Hub' One-Pager as Separate, Cheaper Tool

https://www.wealthmanagement.com/technology/income-lab-carves-out-life-hub-one-pager-separate-cheaper-tool

2024-01-24 - WM - Anthony Stich Leaves Entrustody

https://www.wealthmanagement.com/people/anthony-stich-leaves-entrustody

2024-01-25 - WM - T3: Rapid Uptick in Tax and Estate Planning Software By Advisors

https://www.wealthmanagement.com/technology/t3-rapid-uptick-tax-and-estate-planning-software-advisors

2024-01-29 - WM - Q&A - 55ip CEO Paul Gamble

https://www.wealthmanagement.com/technology/qa-55ip-ceo-paul-gamble

2024-01-31 - WM - Founders Arena Will Be Back For Second Season Of Its WealthTech Accelerator

https://www.wealthmanagement.com/technology/founders-arena-will-be-back-second-season-its-wealthtech-accelerator

2024-02-05 - WM - Kitces Podcast Sparks Debate on Google Reviews

https://www.wealthmanagement.com/industry/kitces-podcast-sparks-debate-google-reviews

2024-03-11 - WM - Ex-Osaic Employee Files Disability Discrimination Lawsuit Over COVID-19

https://www.wealthmanagement.com/people/ex-osaic-employee-files-disability-discrimination-lawsuit-over-covid-19

2024-03-13 - WM - Apex Continues To Make Moves To Compete With Big Three Custodians

https://www.wealthmanagement.com/technology/apex-continues-make-moves-compete-big-three-custodians

2024-03-15 - WM - WealthStack Roundup - Lead Gen Startup WealthFeed Raises $2M

https://www.wealthmanagement.com/wealthstack/wealthstack-roundup-lead-gen-startup-wealthfeed-raises-2m

2024-03-19 - WM - InvestCloud Joins Orion As Latest Advisor Tech Firm to Raise Prices

https://www.wealthmanagement.com/technology/investcloud-joins-orion-latest-advisor-tech-firm-raise-prices

2024-03-21 - WM - Shaping Wealth Develops AI-Powered Behavioral Finance Assistant

https://www.wealthmanagement.com/technology/shaping-wealth-develops-ai-powered-behavioral-finance-assistant

2024-03-25 - WM - Roger Hobby Named Executive Vice President For Empower Personal Wealth

https://www.wealthmanagement.com/people/roger-hobby-named-executive-vice-president-empower-personal-wealth

2024-04-03 - WM - 55ip CEO Paul Gamble to Step Down in September

https://www.wealthmanagement.com/technology/55ip-ceo-paul-gamble-step-down-september

2024-04-09 - WM - J.P. Morgan Asset Management Solutions Names New CIO of Tax Smart Strategies

https://www.wealthmanagement.com/news/jp-morgan-asset-management-solutions-names-new-cio-tax-smart-strategies

2024-04-09 - WM - Ron Carson Steps Down as Carson Group CEO

https://www.wealthmanagement.com/news/ron-carson-steps-down-carson-group-ceo

2024-04-11 - WM - Carson Group Names Dani Fava As Chief Strategy Officer

https://www.wealthmanagement.com/news/carson-group-names-dani-fava-chief-strategy-officer

2024-04-16 - WM - Merrill Reports Record Assets, Slower Pace of New Clients

https://www.wealthmanagement.com/industry/merrill-reports-record-assets-slower-pace-new-clients

2024-04-22 - WM - Ritholtz Wealth Management Opens Los Angeles Office

https://www.wealthmanagement.com/ria-news/ritholtz-wealth-management-opens-los-angeles-office

2024-04-23 - WM - Former Pro Baseball Player Will Advise NFLers

https://www.wealthmanagement.com/people/former-pro-baseball-player-will-advise-nflers

2024-04-25 - WM - WealthStack Roundup - Jeanette Kuda Named COO of TIFIN AG

https://www.wealthmanagement.com/technology/wealthstack-roundup-jeanette-kuda-named-coo-tifin-ag

2024-05-03 - WM - WealthStack Roundup - ‘Invent Village’ To Debut At Wealth Management EDGE 2024

https://www.wealthmanagement.com/wealthstack/wealthstack-roundup-invent-village-debut-wealth-management-edge-2024

2024-05-06 - WM - Focus Financial Merges Buckingham Strategic Wealth With The Colony Group

https://www.wealthmanagement.com/ria-news/focus-financial-merges-buckingham-strategic-wealth-colony-group

2024-05-08 - WM - AdvicePay Promotes Kelsey Lewis To President

https://www.wealthmanagement.com/people/advicepay-promotes-kelsey-lewis-president

2024-05-09 - WM - WealthStack Roundup - Advisor360° Adds GWN Securities as a Client

https://www.wealthmanagement.com/news/wealthstack-roundup-advisor360-adds-gwn-securities-client

2024-05-10 - WM - AlTi Tiedemann Global Acquires $3B Multi-family Office Envoi

https://www.wealthmanagement.com/ria-news/alti-tiedemann-global-acquires-3b-multi-family-office-envoi

(This story was co-written by reporter Rob Burgess and WMRE editorial director David Bodamer.)

2024-05-13 - WM - The AI Assembly at Wealth Management EDGE - The Future of AI

https://www.wealthmanagement.com/wealthstack/ai-assembly-wealth-management-edge-future-ai

2024-05-14 - WM - Wealth Management EDGE - With AI Prompt Engineering, It’s ‘Garbage In, Garbage Out’

https://www.wealthmanagement.com/wealthstack/wealth-management-edge-ai-prompt-engineering-it-s-garbage-garbage-out

2024-05-14 - WM - Wealth Management EDGE - Future Advisors Will Have to Pick Up Where AI Falls Short

https://www.wealthmanagement.com/wealthstack/wealth-management-edge-future-advisors-will-have-pick-where-ai-falls-short

2024-05-14 - WM - RIA Edge Live Blog - Selling Growth

https://www.wealthmanagement.com/ria-edge/ria-edge-live-blog-selling-growth

(This story was co-written by reporter Rob Burgess and reporters Patrick Donachie and Elaine Misonzhnik.)

2024-05-14 - WM - WealthStack Live Blog - All About AI

https://www.wealthmanagement.com/wealthstack/wealthstack-live-blog-all-about-ai

(This story was co-written by reporter Rob Burgess and reporter Elaine Misonzhnik.)

2024-05-15 - WM - Advisors - Go Ahead And Kick The Tires On AI

https://www.wealthmanagement.com/wealthstack/advisors-go-ahead-and-kick-tires-ai

2024-05-16 - WM - WealthStack - Using Technology, Automation To Remove Friction

https://www.wealthmanagement.com/wealthstack/wealthstack-using-technology-automation-remove-friction

2024-05-16 - WM - WealthStack - Meet Your Clients On Social Media In Your Own Voice

https://www.wealthmanagement.com/wealthstack/wealthstack-meet-your-clients-social-media-your-own-voice

2024-05-20 - WM - WealthStack - Marketing Is An Investment To Be Tracked

https://www.wealthmanagement.com/wealthstack/wealthstack-marketing-investment-be-tracked

2024-05-21 - WM - Wealthstack Roundup - Ron Pruitt Named Orion Wealth Management President

https://www.wealthmanagement.com/technology/wealthstack-roundup-ron-pruitt-named-orion-wealth-management-president

2024-05-24 - WM - SEC Adopts Updated Cybersecurity Rules

https://www.wealthmanagement.com/regulation-compliance/sec-adopts-updated-cybersecurity-rules

2024-05-31 - WM - WealthStack Roundup - MassMutual Advisors To Have Access To CAIS Alts Platform

https://www.wealthmanagement.com/technology/wealthstack-roundup-massmutual-advisors-have-access-cais-alts-platform

2024-05-31 - WM - Missouri Regulators Send Warning Letter to Advisors Using Data Aggregation Tech

https://www.wealthmanagement.com/technology/missouri-regulators-send-warning-letter-advisors-using-data-aggregation-tech

2024-06-04 - WM - Conquest Planning Upgrades Its Strategic Advice Manager

https://www.wealthmanagement.com/technology/conquest-planning-upgrades-its-strategic-advice-manager

2024-06-04 - WM - BNY Mellon’s Pershing X Upgrades Wove Platform

https://www.wealthmanagement.com/technology/bny-mellon-s-pershing-x-upgrades-wove-platform

2024-06-07 - WM - WealthStack Roundup - Advyzon Investment Management Names Scott Smith Chief Revenue Officer

https://www.wealthmanagement.com/technology/wealthstack-roundup-advyzon-investment-management-names-scott-smith-chief-revenue-officer

2024-06-10 - WM - YourStake To Provide AI-Powered APIs To Apex Fintech Solutions

https://www.wealthmanagement.com/technology/yourstake-provide-ai-powered-apis-apex-fintech-solutions

2024-06-11 - WM - AI-Powered Financial Research Assistant Brightwave Raises $6M In Seed Funding

https://www.wealthmanagement.com/technology/ai-powered-financial-research-assistant-brightwave-raises-6m-seed-funding

2024-06-11 - WM - Yext to Acquire Hearsay Systems

https://www.wealthmanagement.com/technology/yext-acquire-hearsay-systems

2024-06-13 - WM - Fidelity, Envestnet Increase Collaboration On Managed Accounts

https://www.wealthmanagement.com/technology/fidelity-envestnet-increase-collaboration-managed-accounts

2024-06-20 - WM - AssetMark To Acquire $12B In Assets From Morningstar Wealth TAMP

https://www.wealthmanagement.com/technology/assetmark-acquire-12b-assets-morningstar-wealth-tamp

Chief technology officers from top RIAs in the wealth management industry detail the software tools they are using to drive their business.

As told to reporter Rob Burgess and edited for length and clarity. The views and opinions are not representative of the views of WealthManagement.com.

Want to tell us what's in your wealthstack? Contact Rob Burgess at Robert.Burgess@informa.com.

https://www.wealthmanagement.com/whats-my-wealthstack

2023-10-27 - WM - What's In My Wealthstack - There Is No Perfect CRM

https://www.wealthmanagement.com/wealthstack/there-no-perfect-crm

Amy Flourry, director of operations at Rehmann Financial, gives an honest assessment of the tech tools the $3 billion AUM RIA uses to drive business.

2023-11-03 - WM - What's In My Wealthstack - Planning With Two For Now

https://www.wealthmanagement.com/technology/planning-two-now

Vib Arya, chief operating officer at Shufro Rose & Co., provides an honest assessment of the technology tools used by the $1.8 billion AUM firm to work with clients and drive business.

2023-11-10 - WM - What's In My Wealthstack - Merging The Tech Of Two Firms Can Be A Challenge

https://www.wealthmanagement.com/technology/merging-tech-two-firms-can-be-challenge

Trevor Hicks, chief technology officer at Wetherby Asset Management and Laird Norton Wealth Management, provides an honest assessment of the technology tools used by the $14 billion AUM firms to work with clients and drive business.

2023-11-17 - WM - What's In My Wealthstack - Keeping The Tech Simple

https://www.wealthmanagement.com/technology/keeping-tech-simple

Ron Chandler, president of Summit Investment Management, provides an honest assessment of the technology tools used by the $75-million-AUM firm to work with clients and drive business.

2023-11-22 - WM - What's In My Wealthstack - Working With A Mix Of Advisor-Specific And Customized Business Technology

https://www.wealthmanagement.com/technology/working-mix-advisor-specific-and-customized-business-technology

Gregory Gardner relies in large measure on technologies from Orion Advisor Solutions to run and manage his $85 million in AUM RIA, but has gone a different route with some of his tech.

2023-11-30 - WM - What's In My Wealthstack - A Tug Of War Between Best of Breed And Best Fit

https://www.wealthmanagement.com/technology/tug-war-between-best-breed-and-best-fit

As situations change, Jeff Nauta has found that the technology has to sometimes do the same at $528 million AUM Henrickson Nauta Wealth Advisors.

2023-12-08 - WM - What's In My Wealthstack - SignatureFD - Leaving The Server Behind

https://www.wealthmanagement.com/technology/signaturefd-leaving-server-behind

Migrating to modern cloud-based services is helping CIO Laura Hubbell not only serve clients better but scale the business at $7.4 billion AUM SignatureFD.

2023-12-15 - WM - What's In My Wealthstack - TandemGrowth Financial Advisors- Technology As A Force Multiplier

https://www.wealthmanagement.com/technology/tandemgrowth-financial-advisors-technology-force-multiplier

Jeff Bernier, president of $200 million AUM TandemGrowth Financial Advisors, says his team squeezes all the productivity possible from a selectively chosen tech stack.

2023-12-22 - WM - What's In My Wealthstack - Saratoga Investment Solutions - The Never-Ending Journey Toward Full Integration

https://www.wealthmanagement.com/technology/saratoga-investment-solutions-never-ending-journey-toward-full-integration

Cynthia Zalewsky, president of $45 million AUM Saratoga Investment Solutions, has sought deeply integrated applications for years—her search goes on.

2024-01-04 - WM - What's In My Wealthstack - CFS Investment Advisory Services - It’s All About The Custodian

https://www.wealthmanagement.com/technology/cfs-investment-advisory-services-it-s-all-about-custodian

Greg Makowski, founding partner of $2 billion AUM CFS, relies on custodian Raymond James for much of its technology.

2024-01-12 - WM - What's In My Wealthstack - Walkner Condon Financial Advisors - The Pros and Cons of Consolidating a Tech Stack

https://www.wealthmanagement.com/technology/walkner-condon-financial-advisors-pros-and-cons-consolidating-tech-stack

Clint Walkner of $560 million AUM Walkner Condon likes the scope of an all-in-one platform but at times misses some best-of-breed tools.

2024-01-19 - WM - What's In My Wealthstack - Plancorp - Dipping A Toe In The AI Waters, With An Eye On Cybersecurity

https://www.wealthmanagement.com/technology/plancorp-dipping-toe-ai-waters-eye-cybersecurity

Mike Esson, chief information security officer of $6 billion AUM Plancorp, seeks an edge through the latest technology but always weighs it against data security.

2024-02-16 - WM - What's In My Wealthstack - Ensemble Capital - The Tinkering Never Ends

https://www.wealthmanagement.com/technology/ensemble-capital-tinkering-never-ends

Matt Pearson, chief operations officer of $1.5 billion AUM Ensemble Capital, and his team are unafraid of trying new technology.

2024-02-23 - WM - What's In My Wealthstack - Crescent Grove Advisors - Sifting The Data Looking For Trends

https://www.wealthmanagement.com/technology/crescent-grove-advisors-sifting-data-looking-trends

Nick Kochanski, CFO and senior client advisor at $4.5 billion AUM Crescent Grove Advisors, uses advances in technology to look at client and firm data in news ways to drive growth.

2024-02-28 - WM - What's In My Wealthstack - Stepp & Rothwell - Keeping It Old School

https://www.wealthmanagement.com/technology/stepp-rothwell-keeping-it-old-school

Ross Lehman, assistant investment officer of $773 million AUM Stepp & Rothwell, Inc., still provides a bespoke client experience.

2024-03-22 - WM – What’s In My Wealthstack - Robertson Stephens - Building An Integrated Stack One Piece At A Time

https://www.wealthmanagement.com/wealthstack/robertson-stephens-building-integrated-stack-one-piece-time

Vikram Chugh, who heads up technology and operations for $5.1 billion AUM, 92-employee Robertson Stephens, said the firm has carefully selected each piece of its tech stack.

2024-03-29 - WM - What's In My Wealthstack - Steward Partners - No Two Advisors Are The Same

https://www.wealthmanagement.com/wealthstack/steward-partners-no-two-advisors-are-same

Mohan Gurupackiam, CIO of $32 billion AUM Steward, shares how evaluating and adopting new technology strengthens the firm.

2024-04-04 - WM - What's In My Wealthstack - Halbert Hargrove - Efficiency And A Focus On Cybersecurity

https://www.wealthmanagement.com/technology/halbert-hargrove-efficiency-and-focus-cybersecurity

Shane Cummings, an advisor and director of technology and cybersecurity, has helped keep the $3 billion AUM firm efficient, flexible and focused on security.

2024-04-11 - WM - What's In My Wealthstack - Merit Financial Advisors - Using Technology To Fuel Growth

https://www.wealthmanagement.com/technology/merit-financial-advisors-using-technology-fuel-growth

JP Pattinson, wealth manager, vice president of technology and partner at Merit Financial Advisors, has helped shape the rapid expansion of the $10-billion-AUM firm through technology.

2024-04-26 - WM - What's In My Wealthstack - Prospero Wealth - Maximizing the Use of an All-In-One Platform

https://www.wealthmanagement.com/technology/prospero-wealth-maximizing-use-all-one-platform

Advisor Eric Franklin discusses how the $39 million AUM firm gets the most out of Advyzon while keeping an eye on its competitors.

2024-05-03 - WM- What's In My Wealthstack - Willow Creek Wealth Management - Squeezing Maximum Value Out Of Technology

https://www.wealthmanagement.com/technology/willow-creek-wealth-management-squeezing-maximum-value-out-technology

Timothy Admire, president and CEO of Willow Creek Wealth Management, discusses maximizing the capabilities of the technology his $1.7 billion AUM firm is already paying for.

2024-05-09 - WM - What's In My Wealthstack - Prime Capital Investment Advisors - If It’s Not In Salesforce, It Didn’t Happen

https://www.wealthmanagement.com/technology/prime-capital-investment-advisors-if-it-s-not-salesforce-it-didn-t-happen

CFO Brian Dillbeck explains how deep integration within the CRM of the $24.4 billion AUM firm makes client data easy to access.

2024-05-31 - WM - What's In My Wealthstack - WealthChoice - Using Tech To Serve Women Breadwinners

https://www.wealthmanagement.com/technology/wealthchoice-using-tech-serve-women-breadwinners

Bridget Venus Grimes, founder of WealthChoice and co-founder of Equita Financial Network, explains how her $90 million AUM firm uses its tech stack to help women tech workers, attorneys, founders and business owners navigate financial challenges.

2024-06-06 - WM – What’s In My Wealthstack - StraightLine Group - Customizing The Tech Stack For Clients In Retirement

https://www.wealthmanagement.com/technology/straightline-group-customizing-tech-stack-clients-retirement

Chief Growth Officer Rob Rickey discusses the modifications the $1.1 billion AUM firm has made to serve its clientele.

2024-06-14 - WM - What's In My Wealthstack - OFC Wealth Management - Taking Some Of The Stress Out Of Divorce With Specialized Software

https://www.wealthmanagement.com/wealthstack/ofc-wealth-management-taking-some-stress-out-divorce-specialized-software

Emily Jaffe, president and Certified Divorce Financial Analyst at OFC Wealth Management, uses a customized technology stack at her $137 AUM firm to bring “Order From Chaos.”

2024-06-21 - WM - What's In My Wealthstack - Tepp Wealth Management - Approaching The Tech Stack From A Tax-Smart Perspective

https://www.wealthmanagement.com/technology/tepp-wealth-management-approaching-tech-stack-tax-smart-perspective

David Tepp, founder and CEO of Tepp Wealth Management, discusses how he uses his CPA background to center financial planning for clients of his $130 million AUM firm.

Winner - Editorial Staff - Informa Connect - Wealth Management Magazine - Best News Coverage - Brand Revenue of $3,000,000 to $7,000,000 - 2024 Software & Information Industry Association (SIIA) Jesse H. Neal Awards

2024-04-26T13:21:00.005-04:00

On April 26, 2024, the Software & Information Industry Association (SIIA) announced the winners of the 70th Annual Neal Awards at Pier 59 at Chelsea Piers in New York City. The awards recognized excellence in business-to-business (B2B) journalism. The complete list of winners can be found here.

Among the winners of the 54 categories was the Editorial Staff of Informa Connect's Wealth Management Magazine in the Best News Coverage – Brand Revenue of $3,000,000 to $7,000,000 category.

The award recognized the coverage of the collapse of Silicon Valley Bank Private Wealth.

I wrote or contributed to the following stories:

2023-04-11 - WM - More SVB Advisors Depart After Bank’s Collapse

https://www.wealthmanagement.com/industry/more-svb-advisors-depart-after-bank-s-collapse

(This story was written by Reporter Patrick Donachie, and Managing Editor Diana Britton and Reporter Rob Burgess contributed to this report.)

2023-04-12 - WM - More First Republic Advisors Depart

https://www.wealthmanagement.com/people/more-first-republic-advisors-depart

2023-04-13 - WM - Four More SVB Advisors Join Cynosure Wealth Advisors

https://www.wealthmanagement.com/industry/four-more-svb-advisors-join-cynosure-wealth-advisors

(This story was written by Reporter Patrick Donachie and Managing Editor Diana Britton and Reporter Rob Burgess contributed to this report.)

Finalist - Editorial Staff - Informa Connect - Wealth Management Magazine - Best Range of Work By a Media Brand - Brand Revenue of $3,000,000 to $7,000,000 - 2024 Software & Information Industry Association (SIIA) Jesse H. Neal Awards

2024-03-14T14:16:00.001-04:00

On March 14, 2024, the Jesse H. Neal Awards, B2B media industry’s oldest and most prestigious awards for content creators, announced the 212 finalists for the 70th annual program. The full list of finalists can be found here.

Among the finalists was the Editorial Staff of Informa Connect's Wealth Management Magazine in the Best Range of Work By a Media Brand – Brand Revenue of $3,000,000 to $7,000,000 category.

The issue featured was the fourth quarter 2023 issue of Wealth Management Magazine.

I wrote two of the stories featured in cover package:

2023-12-18 - WM - The Ten to Watch in 2024 - Iraklis Kourtidis

https://www.wealthmanagement.com/people/ten-watch-2024-iraklis-kourtidis

2023-12-18 - WM - The Ten to Watch in 2024 - Brian Thorp

https://www.wealthmanagement.com/people/ten-watch-2024-brian-thorp

Finalist - Editorial Staff - Informa Connect - Wealth Management Magazine - Best Industry Coverage - Brand Revenue of $3,000,000 to $7,000,000 - 2024 Software & Information Industry Association (SIIA) Jesse H. Neal Awards

2024-03-14T13:45:00.042-04:00

Among the finalists was the Editorial Staff of Informa Connect's Wealth Management Magazine in the Best Industry Coverage – Brand Revenue of $3,000,000 to $7,000,000 category.

The entry recognized its RIA Industry Coverage, a section I have contributed several stories to over the years, including these, which were published in 2023:

2023-07-12 - WM - AI Will Heighten Cybersecurity Risks for RIAs

https://www.wealthmanagement.com/technology/ai-will-heighten-cybersecurity-risks-rias

2023-09-01 - WM - Advisors Express Cautious Optimism Ahead Of Schwab, TD Ameritrade Labor Day Account Conversion

https://www.wealthmanagement.com/technology/advisors-express-cautious-optimism-ahead-schwab-td-ameritrade-labor-day-account

(This story was co-written by reporter Rob Burgess and senior technology editor Davis Janowski.)

Rob Burgess - Coverage of Peoples Temple and Jonestown

2023-11-18T01:00:00.055-05:00

Today is a grim, but important anniversary. It was 45 years ago today that the Jonestown tragedy took place. I have covered this story extensively over the years, and while this event is well known, it is not well understood. Here are the stories, columns and podcasts I've produced on the subject over the years:

In 2008, I interviewed survivor Tracy Diaz. She and her family were among the Peoples Temple members who attempted to leave with Rep. Leo Ryan before they were ambushed:

https://www.ukiahdailyjournal.com/2008/11/02/survivor-recalls-the-horror-of-jonestown-ukiahan-travels-back-to-guyana/

This is the follow-up story announcing the premiere of the upcoming CNN documentary:

https://www.ukiahdailyjournal.com/2008/11/13/cnn-jonestown-film-airs-tonight/

This is the CNN documentary hosted by Soledad O'Brien, "Escape From Jonestown," which premiered Nov. 13, 2008, and featured Tracy:

https://archive.org/details/2008-11-13-cnn-escape-from-jonestown-soledad-o-brien

Better understanding this story has really put me off the phrase "drink the Kool-Aid." Which is why I wrote this column:

https://www.kokomotribune.com/opinion/article_3126c401-6b82-5199-9398-8b6a55b12c8e.html?mode=print

On my podcast, The Rob Burgess Show, I interviewed survivor Eugene Smith, who had just published a book about his experiences:

http://www.therobburgessshow.com/2021/08/ep-199-eugene-smith.html

I later recorded another podcast with author Jeff Guinn, who has written books about Jonestown, Waco, Manson and much more:

http://www.therobburgessshow.com/2023/02/ep-227-jeff-guinn.html

If you're still interested in learning more, I highly recommend visiting the Jonestown Institute website, which is run by Rebecca Moore, who lost two sisters in Jonestown. I interviewed Rebecca for my first story and this website is an invaluable resource:

https://jonestown.sdsu.edu/

So far the best documentary I've seen on the subject aired in 2006 on PBS and is called, "Jonestown: The Life And Death Of Peoples Temple." Eugene Smith and Rebecca Moore were also interviewed for this:

https://youtu.be/tuxdb1pSVe8?feature=shared

Also, I have uploaded my archive of Peoples Temple archival newspaper clippings and original source material here:

https://archive.org/details/rob-burgess-jonestown-peoples-temple-archive

2023-09-13 - Future Proof 2023 panel moderator

2023-09-13T20:08:00.003-04:00

"At the Surf City Stage, Rob Burgess led an informative discussion with Ben Cruikshank, Lindsay Brock, and Brett Orvieto on innovative cash management solutions for high-net-worth clients. The trio discussed a groundbreaking white-label cash solution that promises direct integrations, making it simpler for advisors to earn from held-away cash. Moreover, this approach empowers advisors with a holistic view of a client's financial health, ensuring more tailored and effective strategies for wealth management."

Here is the video of the session on YouTube:

I also uploaded a copy of this video to the Internet Archive: https://archive.org/details/future-proof-case-study-revolutionary-cash-management-for-hnw-clients

Winner – Second Place – Best Environmental Reporting (Publication circulation below 10,000) - Indiana Professional Chapter of the Society of Professional Journalists 2022 Best of Indiana Journalism Contest

2023-04-21T19:02:00.006-04:00

On Friday, April 21, 2023 at the 502 East Event Centre in Carmel, Indiana, the Indiana Professional Chapter of the Society of Professional Journalists (SPJ) announced the winners of their 2022 Best of Indiana Journalism Contest.

I won second place for Best Environmental Reporting for publications with circulation below 10,000.

I was Editor of the Wabash Plain Dealer from June 2019 to October 2022.

It was one of three awards I won that evening, the other two being second place for Best Business or Consumer Affairs Reporting and third place for Best Medical or Science Reporting.

For the Best Environmental Reporting category, I submitted five stories combined as one entry:

Invasive spotted lanternfly seen in northern Indiana

https://www.wabashplaindealer.com/news/invasive-spotted-lanternfly-seen-in-northern-indiana/article_db6797a4-8536-59ed-a34b-db712cfe99dc.html

By ROB BURGESS

Wabash Plain Dealer Editor

Aug. 19, 2022

Last summer, the Indiana Department of Natural Resources (DNR) asked all Hoosiers to be on the lookout for invasive species, including the spotted lanternfly, or Lycorma delicatula. That alert has been heightened this year as the spotted lanternfly has now been identified in northern Indiana.

Wabash River Defenders to recognize U.S. Army Corps of Engineers

https://www.wabashplaindealer.com/news/wabash-river-defenders-to-recognize-u-s-army-corps-of-engineers/article_61540167-840c-51f7-b437-cb93c98d135d.html

By ROB BURGESS

Wabash Plain Dealer Editor

July 19, 2022

The U.S. Army Corps of Engineers (USACE) will be honored by the Wabash River Defenders later this month.

Wabash Christian Church invites the community to 'Talk Trash'

https://www.wabashplaindealer.com/news/wabash-christian-church-invites-the-community-to-talk-trash/article_512eeab5-f768-539c-b6eb-8b709d5c2a8d.html
By ROB BURGESS

Wabash Plain Dealer Editor

June 10, 2022

Next week, Wabash Christian Church will present a special community forum on sustainability in Wabash County, said administrative assistant Susan Powell.

IDEM finds contaminants in five local private wells near Treaty Creek

https://www.wabashplaindealer.com/news/idem-finds-contaminants-in-five-local-private-wells-near-treaty-creek/article_8dc47510-b4d5-5277-89cb-989f3e2bfae6.html

By ROB BURGESS

Wabash Plain Dealer Editor

April 22, 2022

In late February, state and local agencies began asking several dozen southern Wabash County homeowners for permission to test their private drinking water wells after elevated levels of contaminants were detected in Treaty Creek.

IDEM looking to test private wells of several dozen local homeowners

https://www.wabashplaindealer.com/news/idem-looking-to-test-private-wells-of-several-dozen-local-homeowners/article_1cf44611-e89a-5a74-b116-667176bce0a4.html

By ROB BURGESS

Wabash Plain Dealer Editor

Feb. 25, 2022

Next week, state and local agencies will be asking several dozen southern Wabash County homeowners for permission to test their private drinking water wells after elevated levels of contaminants were detected in Treaty Creek.

This Burgess

Rob Burgess - Awards list

Rob Burgess - Panels, podcast appearances, mentions, speeches

Panels

Podcast appearances

2025-12-23 - Making Sense Of Your Money - Ep. 45 - Rob Burgess

2018-08-24 - Sounding Off guest appearance

2016-01-08 - Workers' Voice Show guest appearance

2015-03-14 - Workers' Voice Show guest appearance

2008-05-31 - KMEC's The Compassion Network guest appearance

Speeches

2017-03-26 - Unitarian Universalist Fellowship of Kokomo speech

2015-10-11 - Unitarian Universalist Fellowship of Kokomo speech

2014-09-21 - Unitarian Universalist Fellowship of Kokomo speech

2013-10-20 - Unitarian Universalist Fellowship of Kokomo speech

Mentions

I was quoted Brianne Ledda in her article, "How wealth managers on Long Island play the role of 'financial psychologist,'" which was published June 15, 2025 in Newsday.

2025-12-23 - Making Sense Of Your Money - Ep. 45 - Rob Burgess

"How to navigate a crypto meltdown - 'Be willing to hold on'"

2025-12-01 - FP - Leaders with Oleg Tishkevich

2025-10-29 – ADVISE AI 2025 panel moderator

2025-09-10 - Future Proof 2025 panel moderator

Finalist – Range of Work by a Single Author – B2B Category – 2025 Folio: Eddie and Ozzie Awards

2025-07-30 – AI Virtual Summit 2025 panel moderator

"How wealth managers on Long Island play the role of 'financial psychologist'"

Winner – Regional Bronze Award – All Content Category – Government Coverage – American Society of Business Publication Editors' (ASBPE) – 2025 Azbee Awards of Excellence – Northeast Region

Finalist - Financial Planning Magazine - Best Coverage of the 2024 Election on Your Served Market - Brand Revenue of $3,000,000 to $7,000,000 - 2025 Software & Information Industry Association (SIIA) Jesse H. Neal Awards

Finalist - Editorial Staff - Informa Connect - Wealth Management Magazine - Best Range of Work By a Media Brand - Brand Revenue of $3,000,000 to $7,000,000 - 2025 Software & Information Industry Association (SIIA) Jesse H. Neal Awards

2024-12-10 - FP - Web Seminar - Sponsor Content from AssetMark - Web Seminar - Save 11 hours a week - Elevate your practice with outsourced investment and tax management

2024-11-21 - FP – Leaders with Natalie Wolfsen

Honorable Mention - Best Feature Article - Trade, Association, and Business Publications International (TABPI) - 2024 Tabbie Awards

"How business journalists can build a career in the trade press"

Financial Planning Magazine - Reporter

Wealth Management Magazine - Technology Reporter

Winner - Editorial Staff - Informa Connect - Wealth Management Magazine - Best News Coverage - Brand Revenue of $3,000,000 to $7,000,000 - 2024 Software & Information Industry Association (SIIA) Jesse H. Neal Awards

Finalist - Editorial Staff - Informa Connect - Wealth Management Magazine - Best Range of Work By a Media Brand - Brand Revenue of $3,000,000 to $7,000,000 - 2024 Software & Information Industry Association (SIIA) Jesse H. Neal Awards

Finalist - Editorial Staff - Informa Connect - Wealth Management Magazine - Best Industry Coverage - Brand Revenue of $3,000,000 to $7,000,000 - 2024 Software & Information Industry Association (SIIA) Jesse H. Neal Awards

Rob Burgess - Coverage of Peoples Temple and Jonestown

2023-09-13 - Future Proof 2023 panel moderator

Winner – Second Place – Best Environmental Reporting (Publication circulation below 10,000) - Indiana Professional Chapter of the Society of Professional Journalists 2022 Best of Indiana Journalism Contest