Portfolio

The Swiss banking giant sees its net new assets fall off again, largely owing to tax withdrawals, CEO Sergio Ermotti said. But ongoing advisor departures are also a culprit.

Advisors share the types of financial infidelity and secrecy they have seen in couples, and how they approached the money misbehavior.

In a Q&A, Horizon Financial Group CEO Pete Bush explains why he adapted one of his favorite books to the financial advising profession.

Ultrawealthy clients looking to reduce taxable estates might consider spousal lifetime access trusts, but too-similar dual trusts can backfire.

In vitro fertilization, sperm donation and other reproductive techniques can lead to legal and financial risk. Here's how to help clients avoid exposure.

Research from Cerulli Associates indicates that marketing and referrals are the best ways to bring in new clients. Yet few firms devote much time or money to either.

Millennial and Gen Z Americans aren't investing in homes the same way as previous generations: The National Association of Realtors found the median age of first-time buyers last year was 40, an all time high. Here's what wealth advisors need to know.

Some ultrahigh net worth clients would be affected by a change to retirement plan contribution and distribution rules that's under consideration in Congress.

The partnership includes a $20,000 commitment to Hopey's Heart Foundation — and comes as women are projected to control more than half of the anticipated $84 trillion Great Wealth Transfer by 2045.

Subscribers can earn one CE credit toward recertification by successfully passing the monthly 10-question quiz that tests general knowledge of financial planning.