Amanda Schiavo

Instead of the client’s grown children getting a preset amount at, say, age 25, the decision is strictly at the trustee's discretion.

Melvin Leonard Wimmer Jr. is said to have bilked clients out of their retirement savings.

Stereotyping investors can cause long-term damage to financial success for clients and planners.

Gratz Park Private Wealth will offer internships and shadow programs to college women interested in business.

As college debt rises, borrowers want different perks from their employers.

Careful planning and frugality can lead to early retirement – but only if clients are truly committed to the goal.

Owning a horse can be a longer and bigger financial commitment than other pets (or raising kids).

Even if the financial aspect of planning is “supremely easy,” the emotional side can be draining — and even lead to unexpected advice.

The wirehouse has been hemorrhaging talent over the last few months.

Here's how to make the most of high-net-worth clients' charitable nature.