Estate planning

To best serve LGBTQ clients, financial advisors must understand their unique needs and challenges, from diverse household structures and retirement plans to the correct use of pronouns.

While the advantages to the parents often receive the most attention, a summer job could pay literal dividends to the children, experts say.

Wealth.com has built a client roster of more than 1,000 wealth management firms and several big-name backers. Now it's launching a yearly industry event.

Jane Buffett claimed in a court filing Tuesday that she's been told by her co-trustee that she's to receive less than $2 million annually,

Upgraded features include AI-driven estate document analysis, a redesigned questionnaire-driven workflow and observations categorized by analysis and guidance, among others.

The Cincinnati-based bank has partnered with the fintech Trust & Will to make estate planning easy, accessible — and free.

The numbers on fraud, long-term care costs and aging in America are daunting. Here's how financial planners can help clients prepare.

The investment strategy may generate much greater loss harvesting than direct indexing, but backers point out that they work much differently.

For many firms, looming advisor retirements and the need to retain client households through the next generations will create difficult problems.

Adoption of these applications has grown exponentially, but some advisors and attorneys say caution is warranted.