Estate planning

Only about a third of advisors have an asset-transfer plan in place, according to research.

The program will give CPAs a new way to gain the institute's PFS credential — as well as provide other educational opportunities for non-CPAs.

Top wealth planners say they’re seeing increased interest in dynasty trusts as clients look to capitalize on the new tax law.

Financial advisors should immediately contact clients with prenuptial agreements to see if they’re impacted.

The effects are looking like "every other much-hyped tax cut of the past three decades.”

A recent report from Democrats on the Joint Economic Committee says that Social Security is being threatened, and the federal government should consider modernizing and enhancing the program.

A majority of affluent Americans are likely to adjust their financial plans under the new law, according to the AICPA. Here's how advisors can help.

Addressing the subject of mortality can be tough — but advisors can help make the conversation less painful.

Life changes, like a child entering college or changes made to retirement goals, can leave serious gaps in financial plans.

Research firm Spectrem Group tracked new highs in 2017 across the mass affluent, millionaire and UHNW segments.

“Chase promised so many things and they didn’t keep those promises,” the juror said of the firm.

Many clients want to leave an impact after they’re gone but don’t know how to go about it. Here’s how to approach the uncomfortable conversations.

Only 17 states permit these trusts, which can play an important role in planning for income taxes and estate taxes.

Pet owners are seeking guidance on funding alternatives, drafting detailed pet-care instructions and leaving significant sums of money that can run into the millions of dollars.

Clients still have a few weeks to make deductible contributions to various retirement accounts, as well as health savings accounts, to reduce their 2017 tax liabilities.

People affected by autism are underserved by the wealth management industry. Here’s how one advisor set out to change that.

The wealth management industry loves a good abbreviation. Here's a way to help master the jargon.

Global banks including UBS and Barclays have been expanding teams that serve some of their richest clients.

It’s a pretty safe bet that all those in the rarefied strata hold at least some municipal bonds.

Advisors and their clients may not yet realize how much the new regulations dramatically change their strategies.