Estate planning

New financial planning software tool aims to meet the needs of clients with $25 million and up.

Professionals from family offices, investment managers, estate planners, art advisors and other disciplines describe mistakes they’ve seen.

Edmond Walters' new software, backed in part by Envestnet CEO Jud Bergman, is featured exclusively on the Logix and MoneyGuidePro platforms.

There's much talk about pursuing the highest end of the high-net-worth market, but there’s an attractive group of potential clients being overlooked.

The stock market typically recovers from bear markets in far less time than most doom-and-gloomers think, says an expert.

Financial planners don’t have to be attorneys to help clients avoid high cost oversights

These are the best and worst places to consider based on total tax burdens.

"This multigenerational shift in wealth will reshape the wealth management landscape over the next quarter century," an expert says.

Still, time is limited. Tell clients they’d better take advantage of the current exemption before it expires.

When leaving heirlooms and other illiquid assets to loved ones, seniors should allow the heirs to inherit the items instead of liquidating them