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Policies held in grantor trusts would be subject to estate tax under Democrats’ plan, the latest blow to wealth management for the affluent.

Firms should be aware that cyberattacks are getting more complex and regulators are cracking down.

Here’s what one advisory firm found were the most common financial planning questions among a historically underserved group.

Any type of unreimbursed long-term care expense, be it for a mental or physical impairment, can completely ruin a client’s personal and retirement plans.

Behavioral finance techniques were more successful this year in convincing investors to make more logical decisions about money, new research shows.

Steve Lydenberg co-founded KLD Research and Analytics, the first firm to conduct ESG analysis of S&P 500 Index companies and sell that research to Wall Street in the 1990s.

Sean Kaligh dropped Wells Fargo for LPL, as more planners leave wirehouses during the pandemic.

Despite BLM, #MeToo and other movements for equality and justice, employers don't understand enough about the impact of neglecting DEI on company health.

For clients in their 60s, it’s crucial to have tough conversations about how they want to live out the remainder of their lives even if they become ill, Dr. Carolyn McClanahan said at a Morningstar Investment Conference panel.

Here's what you missed this week in wealth management.