Wealth Management & Financial Planning
Media requests, podcast opportunities, and conference CFPs in wealth management & financial planning.
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Request AccessMedicare and retirement insurance planning
A reporter from Kiplinger is seeking a financial planner or advisor to discuss Medicare vs private insurance and coverage options for couples nearing retirement. To submit: https://t.co/7iLXt4SEah #Journorequest #Retirement #Medicare #Finance
For couples, the decision between Medicare and employer-sponsored coverage at retirement hinges on spousal age differences and employment timelines—a 62-year-old retiring before their 65-year-old spouse faces distinct coordination-of-benefits challenges that require mapping Social Security claiming strategy against coverage elections.
View detailsRetirement savings and planning
#journorequest Are you worried you're not saving enough for retirement or want to know if you have enough to retire? We're looking for people for our Pension Crisis Coach column, where we help ease people’s retirement concerns with expert guidance from a financial adviser...
Retirement adequacy varies significantly by income cohort and career trajectory—a case study approach in your column could illustrate how mid-career professionals with irregular savings patterns differ from those with consistent contributions, addressing the specific behavioral patterns readers encounter.
View detailsFinancial literacy for children
A reporter from @ForbesAdvisor is seeking a Certified Financial Planner (CFP) to discuss teaching kids smart spending habits and safe financial tools. To submit: https://t.co/5PBmvJ2Pl8 #Journorequest #Finance #Parenting #Money
Age-appropriate account structures—such as custodial savings accounts or UTMA/UGMA vehicles—provide practical frameworks for demonstrating compound interest and delayed gratification, with measurable outcomes that parents can review alongside their children quarterly.
View detailsUK wealth building through savings
#journorequest Have you built a substantial investment portfolio from an ordinary salary? I’m looking to hear from UK savers and investors who steadily built wealth through ISAs, pensions or index funds rather than high-risk strategie. andrew@andrewclifford.co.uk https://t.co/rm
The compounding effect of regular ISA contributions over 15+ years demonstrates that consistency outperforms timing—illustrating why UK savers should resist chasing performance and focus on systematic monthly investments regardless of market cycles
View detailsUK state pension age policy
🔥 Calling All Experts – #JournoRequest! 🔥 UK pension experts, retirement specialists, and financial advisers are wanted to discuss whether the UK state pension age could rise to 70 for an upcoming Daily Express feature. Click the link for full details! https://t.co/IV8bO2Xd1T
A rise to state pension age 70 would extend the contribution period by five years, materially affecting retirement adequacy calculations for those currently in their 50s and early 60s; this requires distinct analysis by cohort rather than blanket policy assessment
View detailsself-employment financial management
I'm looking for a UK based financial adviser or expert who can comment on managing the realities of self employment (sick pay, pensions, holidays etc). Email me on hello@shakirasackspr.com if you might be able to help and I can share more info! #journorequest #prrequest
The structural gap in self-employed pension provision: while employees benefit from automatic enrolment, self-employed individuals must navigate personal pension arrangements without employer contributions, creating a compounding retirement savings deficit that requires early intervention and disciplined planning.
View detailswealth building habits
I'm looking for someone earning top salary (£100k) to talk about the ways they are 'stingy' but these habits help build wealth. Eg, always shopping at Aldi or buying own-brand / never buying brand new car / haggling for discounts. Need to be happy to be pictured. #journorequest
Discretionary spending discipline at higher income levels creates measurable wealth accumulation: demonstrating how directing £15-20k annually from deliberate retail choices (own-brand groceries, delayed vehicle purchases) into investment vehicles compounds to material net worth over a 10-year horizon
View detailsSelf-employment financial planning
🚀 Boost Your PR: New #JournoRequest Available! UK-based financial advisers and personal finance experts are wanted to discuss the financial realities of self-employment for a national publication. Share your expertise on pensions, savings, cash flow, and income protection.
Self-employed individuals face a pension savings gap of approximately 40% relative to employed counterparts, primarily due to the absence of employer contributions and irregular income patterns that complicate consistent DC scheme payments
View detailspersonal investment planning
“How much should I be #investing?” is one of those questions that sounds simple but tends to spiral... #EmergencyFund #prrequest #bloggerswanted #journorequest #bloggersrequired #uksalary #WorkplacePension #ukblogger #financeblogger https://t.co/aGUgO8Y6nP
The sequencing question matters more than the percentage: UK professionals should establish emergency reserves covering 3-6 months of expenses before maximizing workplace pension contributions, as this prevents forced early withdrawals that trigger tax inefficiencies.
View detailsFinance research and practice
📢 5th DC Finance Conference Call for Papers 📍 American University, Washington, DC 🗓 June 6, 2026 Submission deadline: April 15, 2026 • Limited presentations, highly interactive • Dedicated discussants • No submission/registration fees Submit/RT: https://t.co/yt6mn6MHO7 http
The interactive format with dedicated discussants creates an opportunity to test empirical findings against practitioner feedback in real-time, allowing researchers to identify gaps between academic models and institutional implementation before publication.
View detailsinvestor behavior and risk tolerance
📣 #JournoRequest Opportunity! 📣 Financial advisers and investment experts are wanted to discuss different investment personality types for an upcoming Metro feature. Insight into investor behaviour, risk tolerance, and financial habits is welcomed. https://t.co/IV8bO2XKRr
Investor personality types correlate directly with portfolio construction decisions—specifically how risk tolerance assessments should account for behavioral biases like loss aversion and overconfidence, which often diverge from stated risk profiles during market volatility
View detailsUK economic policy household impact
🔥 Calling All Experts – #JournoRequest! 🔥 We’ve shared a media request from The i Paper seeking finance and economic experts to discuss how a Reform government could impact UK household finances, including bills, groceries, wages, and savings. Click for details!
Reform policy proposals on business taxation and regulatory burden could have direct transmission effects to household grocery and utility costs through supply chain efficiency gains or inflationary pressures, depending on implementation sequencing and which sectors face deregulation first.
View detailsInvestment personality types
Looking for financial advisers to talk to me about how to 'fix' different investment personality types - so if you're a 'micromanager', an 'ostrich' a 'gambler' etc. For a national #journorequest
Micromanagers benefit from establishing predetermined rebalancing schedules (quarterly or semi-annual) rather than monitoring positions daily, which empirically reduces trading costs and behavioral drift while maintaining portfolio discipline
View detailsWomen in senior finance careers
I'm still looking to interview high-paid senior women in the following roles: lawyer at partner level, IT director/tech lead, finance director/investment banker - to talk about their successful careers! email maybellemsmorgan@gmail.com #prrequest
Discuss the specific mechanisms that enabled advancement to partner level—such as client relationship building strategies, rainmaking expectations, and how compensation transparency (or lack thereof) affected negotiation outcomes in your practice area.
View detailsWealthManagement.com
401(k) Real Talk Episode 189: April 22, 2026 Open, honest and candid discussion about EBSA priorities, AI in wealth management, flaws in the DC system, alts in 401(k)s opportunities for advisors and more.
EBSA's 2026 enforcement priorities around alternative asset disclosures in DC plans—specifically how plan sponsors can document fiduciary diligence on illiquid holdings while maintaining participant communication standards that EBSA is scrutinizing more closely this year
View detailsWealth management operations
What's it really like running a financial firm with 12 advisors, thousands of clients and $1 billion Assets Under Management? Find out as Sonoma Wealth Chief Operating Officer Jackie Egidio steps in to the guest chair of the Beyond the Vines podcast with Amy Ahlers from
How a firm scaled from hundreds to thousands of clients while maintaining advisor capacity utilization and service delivery standards—the specific operational infrastructure decisions that enabled growth without proportional headcount increases.
View detailsWealthManagement.com
401(k) Real Talk Episode 190: April 29, 2026 Open, honest and candid discussion about what plans want from their advisor, how AI is shaping the DC industry, private credit woes and more.
Plan sponsors are increasingly asking advisors to quantify the ROI of AI-driven plan management tools—specifically around participant engagement lift and recordkeeper cost negotiation leverage, rather than adopting AI as a general efficiency play.
View detailsGovernment contracting wealth building
The GovCon Millionaire Playbook Podcast is LIVE. 🎙️ Real conversations about building wealth through government contracting. No fluff, just the actual playbook. Listen and Subscribe: https://t.co/YILvVkaMpS Apply to guest: https://t.co/J0gudaCT7L https://t.co/bYN0anaWP8
Government contracting revenue presents distinct tax planning opportunities compared to commercial contracts—including cost accounting standards implications, progress billing treatment, and federal acquisition regulation compliance costs that directly impact net wealth accumulation for firm owners.
View detailsFinancial strategy and business growth
The Podcast Diary of a CFO is looking for guests who are experienced #finance #leaders, founders, investors, and operators who can speak to real-world financial strategy and business growth. Submit yourself if qualified. #BeaGuest https://t.co/srQoUCGpqd https://t.co/jAHeikni8s
Capital allocation decisions during volatile interest rate environments: How to balance shareholder returns, debt management, and growth investments when central bank policy creates planning uncertainty
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The Diamond Podcast for Financial Advisors: A $2B UBS Breakaway Story Family Office Partners' Ben Domingue details his move from UBS PWM to independence, why control became essential and how building his own firm reshaped how he serves entrepreneurial clients.
The operational infrastructure decision: what specific systems, compliance frameworks, and vendor relationships required renegotiation when transitioning from a large institutional platform to an independent model, and how that affected service delivery timelines for existing clients
View detailsHealthcare finance leadership
The Podcast The Hospital Finance is looking for guests in the #Healthcare #finance related, something that will appeal to healthcare finance leaders. Submit yourself if qualified. #BeaGuest https://t.co/2iCBivrGLk https://t.co/UxzZMMNOAp
Healthcare finance leaders are navigating dual pressures of operational efficiency and clinical quality outcomes—discussing how financial strategy directly enables or constrains care delivery decisions provides practical value to this audience
View detailsAI and decision-making in finance
World models for better decisions. Aug 31–Sep 2, hosted by @ChicagoBooth. WM@booth brings together CS, econ, finance + social science researchers, with keynotes from @ylecun and @Diyi_Yang. CfP due June 12 → https://t.co/NwKitXGUsS https://t.co/OqiwzMIwh4
World models trained on historical market microstructure data could materially improve portfolio construction by capturing nonlinear relationships between asset classes that traditional correlation matrices miss, particularly during regime shifts when linear assumptions break down.
View detailsUK economic growth strategy
@DanielPriestley Daniel, I’d love to have you on Ambitious Minds to discuss this topic and, more broadly, what it will take to get the UK growing again. I’m a London-based Wealth Manager and Investment Director at Rathbones, and through the podcast I’m increasingly focused on he
The structural productivity gap between UK regional economies and London: how wealth managers can identify and allocate capital toward underutilized sectors in underperforming regions as a growth lever, rather than treating regional investment as ESG compliance
View detailsPersonal finance and wealth building
The Podcast The Financially Fit Couple is looking for guests who help busy married couples navigate #finances, build #wealth, and improve financial communication. https://t.co/tVEm9px22w https://t.co/p6zOgPl6hj
Addressing the behavioral finance gap in married households: how couples' differing risk tolerances and spending patterns create planning friction, and practical frameworks for aligning financial goals without compromising individual autonomy
View detailsWealthManagement.com
A Proposed Billionaire Tax Exposes the Dual-Share Racket For several of California’s most prominent tech billionaires, the 5% wealth tax might be far higher.
The California wealth tax proposal's interaction with dual-class share structures highlights a broader valuation challenge: how tax authorities assess unrealized gains in non-liquid, voting-controlled positions where market comparables may not reflect actual economic value or liquidity constraints
View detailsFinancial expertise commentary
Still looking for this! If you can help, please email petgevity@wearebottle.com and put ‘Finance Expert’ in the subject. #moneyexpert #PRrequest https://t.co/X1wtCepiAr
Behavioral patterns in retail investor decision-making during market volatility—how financial professionals can communicate downside scenarios without triggering panic-driven portfolio adjustments
View detailsEmployee financial wellbeing
Writing a feature on financial resilience and looking for a U.K. employer that supports employee financial wellbeing #journorequest #employeebenefits #financialwellbeing
Link employee financial resilience directly to operational metrics: employers offering structured financial wellness programmes see measurable improvements in employee retention and reduced presenteeism, which can be quantified against sector benchmarks and tied to bottom-line business performance.
View detailsFinance and real estate expert commentary
📣 Looking for expert sources? We connect journalists with professionals in Finance, Health, and Real Estate who can provide timely, publication-ready insights. Send us your query via DM. #JournoRequest #FinanceExpert #HealthExpert #RealEstateExpert #MediaRequest
The intersection of commercial real estate valuations and interest rate expectations: how recent Fed communications are reshaping cap rate assumptions for institutional investors in Q1 2025
View detailswomen in finance
We're doing something we've never done before... Blonde & Bullish is going live — and Milwaukee is first. Before we open doors to the public, we're looking for the women who want to help build this thing from the inside: ✦ speakers + experts ready to share what they know ✦
Milwaukee's financial services sector has historically lagged peer metros in women's representation in portfolio management and institutional investing roles; a localized conference creates infrastructure to address this specific regional talent gap
View detailsWealthManagement.com
Wealth CEOs Tout AI, Tech To Bridge Advisor Shortage During a panel at this week’s BNY INSITE Conference, CEOs of wealth firms discussed how AI can be used to scale client coverage and mentor novice advisors.
AI-driven client segmentation tools can redirect senior advisor capacity toward high-complexity accounts while establishing scalable service models for emerging client relationships, directly addressing the economics of advisor recruitment constraints.
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