Portfolio

Asking the right questions early on can help a planner identify gaps in an emerging estate plan and uncover opportunities for clients down the road.

Winning multi-millionaire clients looks different today for advisors — here's what's changed, a Cerulli study reports.

In 2023, Financial Planning's op-ed section featured nearly 100 original columns penned by experts across wealth management, from tax pros to tech founders and seemingly everything in between.

Alternative investments are courting private wealth more and more as insitutional money starts to dry up.

Doctors face many personal finance challenges, from hefty student loan debt to temptations to overspend. Experts share how to win them as clients.

A new ranking of the channel by SmartAsset includes arms of Sammons Financial Group and McKinsey and global portfolio management firm Cambridge Associates.

In wide-ranging interview, CEO James Gorman warns that proposed banking rules would drive up interest rates for first-time homebuyers.

Amid high interest rates, publicly traded real estate investment trusts have been pummeled the last two years. Analysts meanwhile think their private cousins are in for further correction.

Between the diapers, doctor visits, toys, formula and the delivery itself, having a baby is expensive. How can a mother-to-be get ready?

Converting prospects and leads to actual clients is key to boosting organic growth but can be daunting. Here's three ways to do it better in 2024.