Practice

From the rise of direct indexing and private equity, to the reinvention of brokers, these were the stories that made the covers out Financial Planning over the last year.

Wealthy retirees seem to have scored big in Congress' sweeping year-end spending package.

A BNY Mellon Wealth Management and Campden Wealth analysis says while the next generation is ready for succession in the family enterprise, family offices don't think they're ready.

Some think planners need to be more forthcoming about how much of their investing work is being entrusted to third parties.

Christopher Parris also pleaded guilty to fraudulently trying to sell COVID masks to the U.S. government and private businesses.

Bluerock Capital Markets CEO Jeff Schwaber says advisors looking to diversify with alts allocations in client portfolios may encounter hurdles.

Government watchdogs propose more oversight amid collapse of crypto and falling markets.

The package is aimed at boosting retirement security for most Americans, but several key provisions are useful for the affluent.

While the new law makes some small fixes, it does little to help the 60 million Americans without retirement plans.

When it comes to their finances, America's youngest adults are extremely confident — but some experts say that confidence is fragile.