Welcome to The Daily Planner, financial advisors' source for in-depth wealth management news

Welcome to Financial Planning’s new LinkedIn newsletter, The Daily Planner. Every weekday, we’ll bring you the latest wealth management news with the depth and breadth our readers expect.?

FP coverage digs a little deeper, offering analysis on the daily news and giving our readers the information they need to improve their practices and client interactions, reap tax savings and stay up to date on the latest investment strategies.

In our first newsletter, check out our look at how family offices are dipping their toes into cryptocurrencies. Despite market volatility and regulation uncertainties, nearly half of family offices think that cryptocurrencies provide good investment opportunities.

Read: Family offices cautiously joining the crypto party

In other news:

Promises made: Have wealth management firms have lived up to pledges made in the wake of George Floyd’s murder?

In the wake of George Floyd’s murder, the U.S. has grappled with the disparities that still exist in American society. Financial services firms have long been underrepresented, and the global movements that have sprung up in recent years have led to promises from wealth managers to make real progress on diversifying their ranks and leadership.

Financial Planning looked back at the pledges those firms made and checked back in. Where has progress been made? Have promises been kept?

After $34M settlement, Edward Jones faces another discrimination case

About a year after agreeing to one of the largest workplace discrimination settlements of 2021, Edward Jones faces another potential class action involving its treatment of financial advisors.

Senior brokers delegated to make compensation decisions systematically favor white men, according to the new lawsuit.

Wells Fargo, Raymond James, LPL; plus, climate-focused 401(k)s, and former financial advisor pleads to child porn

Catch up on the last week in wealth management. Our weekly roundup give you advisor moves, the latest M&A and more.

How the pandemic drove me into financial services — and why I’m staying

Peyton Prince was about to embark on a career in live music event production in spring 2020 when COVID-19 changed his life trajectory. He’s glad it did.

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