Portfolio

Lack of communication about estate plans and the reasons behind them is sure to cause static among client families down the line.

The pros and cons of giving discounted or free financial advice to those close to you.

The structure has been delivering tax savings to advisory practices and other professional services firms for decades. But experts say sometimes it's not the best fit.

A corporate consultant turned financial advisor embraced a hybrid team structure to succeed in her new career.

Executives at Merrill's parent firm, Bank of America, told analysts in a call that nearly two-thirds of their wealth management clients now have banking relationships with the firm.

The time has come! Here's how you can nominate a colleague — or yourself — for Financial Planning's Rising Star awards.

Citi's wealth division saw a nearly five-fold increase in new investment assets in the first quarter. CEO Jane Fraser said the firm has "real horsepower and firepower in our investment capabilities."

IRALOGIX looked at retirement preparedness across five key areas, finding that Americans were struggling with nearly all of them.

President Donald Trump and his family have taken a interest in just about every corner of the crypto industry.

Goldman's stock traders posted their highest quarterly revenue haul on record, riding a wave of volatility triggered by an emerging global trade war, but revenue from the asset and wealth management business fell short of analyst expectations.