Estate planning

Trans people come from all walks of life, including the rich. LGTBQ+ experts share how to serve them.

Americans live in a culture where money talks are taboo, but advisors can help clients overcome that and preserve generational wealth during the holidays.

The CDFA can help financial planners as more older Americans divorce — putting retirement savings, estate plans and big assets on the line.

After hiring a U.S. fine art specialist from the gallery world, the Swiss wirehouse is doubling down on its art-world connections to attract ultrarich Americans.

From fielding self-harm threats to handling family estate feuds, here's how an advisor can productively intervene with ultrawealthy families.

The event's theme this year was "creating a culture of accountability," and speakers aimed to help Black consumers access generational wealth.

Around one-fifth of Americans identify as Hispanic. Experts shared tips on how advisors can engage with their growing pool of wealth.

The irrevocable instrument has gained popularity among couples but should not be entered into lightly.

Younger investors are much more interested than older investors in charitable planning services, a Fidelity report found — and advisors should take note.

A new report by fintech company Vanilla found what drives clients of all wealth levels, including the wealthiest, when planning their last wishes.