Looking Ahead with Financial Planning

Hello and Happy New Year!
I hope you enjoyed your time over the recent holidays. I spent some time reading through our latest Predictions report for the wealth management industry in 2022. The ideas and trends top of mind for wealth leaders were clear: 1) the pressures of the potential rise in inflation, 2) the hot market for deal making, 3) the acceleration of AI adoption, and 4) the competitive pressures from Big Tech.

While many in the wealth community feel sanguine about the timing of the recovery, at Financial Planning we’re focused on helping you find opportunities for you and your clients during the transition. Our award-winning journalists will be going deep into these critical topics, including the impact of private equity in the RIA sector, how advisors can win the war for talent, making the right investments to future-proof your tech strategy, and new opportunities with AI and data-driven decision making. You can also look forward to our annual benchmarks Top 40 Under 40 Brokers, IBD Elite, and Rising Star RIAs, as well as our new program honoring the women leading in wealthtech.

You can also check out our Leaders forum, with new interviews live and on-demand every month. It’s a great way to hear insights first-hand from senior executives in the community. I particularly enjoyed our recent episode on Risk Management for the Future with Fabrik Co-Founder, Rick Bookstaber, and Michael Moriarty, CIO at Wealthspire, moderated by Financial Planning’s Technology Editor, Ryan Neal. We have an exciting year of programming ahead, including episodes with our Top 40 Under 40 Brokers.

With a watchful eye on the pandemic, we’re also looking forward to bringing the community back together in person at our events this year. Our first will be INVEST (June 27-28 in New York), and following the success of our online event last year, INVEST CRYPTO will be in New York in November. I hope we’ll see you there, in-person or online.

As the year unfolds, you can always stay on top of transformative ideas as they develop by getting our Daily Briefing or one of our topical newsletters. Just log in and update your newsletter preferences.

We look forward to sharing this exciting year with you, always looking for new ways to help you advance.

Best wishes,

Gemma

P.S. To start your year off right, get access with this special subscription offer.