High net worth

Self-directed IRAs can provide solid returns and tax protection.

The firms dominate the space, but they face headwinds in a changing industry, Cerulli says.

Become a go-to source for philanthropic clients, and your practice could grow.

More than $2 trillion of billionaire fortunes will change hands, according to a new study by UBS and PwC.

Planners should ask if and how they ingest the drug when looking for a life insurance policy.

Planners should help clients navigate complex transactions to ensure risk is mitigated as much as possible.

Schwab’s nonprofit arm and many firms allow advisors to serve clients while helping charities.

Five ways to build a successful charitable planning practice.

Financial planners need to embrace robo advising technology to "live long and prosper."

The launch from EventShares provides investors access to economic and policy-driven themes.