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.

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

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.

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.