Brian Wallheimer - Profile and Journalist Details
Find journalists that align with your industry, location and vision. Unlock Brian Wallheimer's full journalist profile, including location, coverage topics, current employer, biography and preferences. Sign up today and start building journalist relationships that fuel your startup's growth.
Get connected with journalists today
Brian Wallheimer
Verified
Editor-in-Chief, Financial Planning
Rockford
Beats
All
business changes, book reviews, celebrities
Content
By Brian Wallheimer Verified| Financial Planning Verified It's only natural for a financial advisor to want to help a friend or family member with some investing tips or a nudge toward an estate plan. But how far should that go? Some general advice around the Thanksgiving Day table is one thing, but should advisors offer discounts on their actual services? On the one hand, it might feel strange to charge full price to a parent, sibling or close friend.
By Brian Wallheimer Verified| Financial Planning Verified For days, markets turned south as President Trump's tariffs led to concerns about higher prices and global trade wars. Now, the president has paused and lowered some of his tariffs, adding to the turmoil on Wall Street, albeit in a positive direction this time. Financial advisors are often telling clients to stay the course and consider investments in the long term. But the whiplash of the past few months is a lot to handle.
By Brian Wallheimer Verified| Financial Planning Verified It's only natural for a financial advisor to want to help a friend or family member with some investing tips or a nudge toward an estate plan. But how far should that go? Some general advice around the Thanksgiving Day table is one thing, but should advisors offer discounts on their actual services? On the one hand, it might feel strange to charge full price to a parent, sibling or close friend.
Company Info
Financial Planning
Financial Planning is the leading resource for news, analysis, insights and data for financial advisors across the independent, wirehouse and bank channels. We deliver the essential information, strategies and tools planners need to build and grow thriving practices, position their firms against competitive threats, meet regulatory requirements and best serve their clients.
Rockford, United States
+1 212-803-8200
Founded: 1969