Ingrid Case

Crafting financial plans can be challenging when your client has more than one life partner. Here's how advisors can best serve people in throuples, polycules and other types of relationships.

As president and CEO, Johnson is responsible for developing Franklin Templeton's overall strategic direction, executing on that strategy and advancing the firm's client-centric culture.

In addition to her work as global head of Citigroup's Citi Private Bank, Liu also co-leads the bank's Asian affinity network.

From baseball cards to decoy ducks — how to protect your clients' alternative investments

Family offices have joined strategic buyers and private equity companies in competing for M&A deals.

Losing your job sets into motion a series of financial twists. Planning ahead can help.

Reports and recruiters say that smaller firms, more flexibility and greater diversity are increasingly popular with industry job seekers

When Thasunda Brown Duckett took the reins at TIAA in May 2021, she continued her run as one of the financial industry's most powerful and well-known African American women.

The contracts can shield one spouse from another's debt and spell out what happens when one party earns more than the other.

Lower investment values, lost wages, and high home prices make this an expensive time to split.

People of color are more likely than white Americans to lack access to a pension, IRA or 401(k) at their jobs. Public plans may offer a limited solution.

The benchmarking product can compare advisors to peers, but experts say that users should keep their personal goals top of mind.

Witnesses described massive problems with communication systems and staffing levels at a Congressional hearing. It’s unclear whether the problems will be solved anytime soon.

Advisors — some inspired, some resistant — envision client contact in a post-coronavirus landscape.

“It’s like shopping on Amazon for real estate,” says one investor. But clients pay a premium for the access and convenience.

Don't neglect the FAFSA and other ideas to help families with annual incomes of more than $300,000.

With careful planning, they can be among the 72% of U.S. students to get need-based assistance.

Without the marital deduction, a certain category of married clients will have challenges inheriting property outright.

When the going gets stressful, the stressed can go AWOL, leaving the advisor in limbo.

From curating trips to Italy to designing their own software, these planners found creative ways to deepen existing client relationships and make new ones.