High net worth

How advisors can help clients protect these funds when inherited. If they don't, a few small, early mistakes can cause a client to lose most of the proceeds.

Clients are willing to pay more for tax advice, but they’re still not getting it.

Here's a look at the cities where both home purchase prices and monthly rents are starting to ease.

You’ll probably find administrators blocking the backdoor Roth IRA strategy more than anyone else, says Kimberly Foss, planner, author and Financial Planning contributor. That’s when you’ll have to adopt the role of educator, she says.

Earnings reports this week showed the firms are increasingly rushing into a booming market for lending to wealthy clients. So far, it’s paying off.

What's to stop financial planning from being shrunk entirely into a free app?

Instead of the client’s grown children getting a preset amount at, say, age 25, the decision is strictly at the trustee's discretion.

The business of supporting charitable giving has never been so profitable.

Clients want to know all about your experience, a new survey from Charles Schwab finds.

Men dominate the largest financial institutions and the situation is even worse at family offices.

Zoe Financial wants to create an elite network that brings together high-net-worth clients and thoroughly vetted RIAs, says CEO Andres Garcia-Amaya.

Family offices saw a growth in returns last year fueled by soaring stock markets and private equity.

The effective tax rate on qualified dividends for those in the highest income tax bracket fell.

High-net-worth clients can bump into income limits when it comes to making Roth IRA contributions, but they can find other tax-saving strategies to save for retirement.

Tax planning is part of financial planning — but pay attention to the terms of your partnership.

An alphabet soup of confusing terminology is hindering clients and advisors from identifying portfolio opportunities.

Digital assets are an increasingly important, yet overlooked, part of a client’s profile.

Direct investing offers wealthy ground-floor business opportunities.

Two of the league's top lifetime earners, Tim Duncan, and now Kevin Garnett, say Banks collectively stole more than $100 million.

Owning a horse can be a longer and bigger financial commitment than other pets (or raising kids).