Financial planning

Wealthy clients and the firms that serve them should cultivate a "zero-trust" mindset to repel hackers and their increasingly sophisticated digital scams.

After a long price correction in the art market, Bank of America is expanding its advisory services for collectors — and it's not alone.

A solid sixth man for the Milwaukee Bucks built his family's wealth after his playing days. Here's what financial advisors and investors can learn from his example.

Wealthy parents fear their kids will squander their inheritances. Financial planner Mary Clements Evans solved for that while cementing her firm's future.

Looking for a new challenge, Mark Seither found the complexities of pilot compensation and tax planning to be a niche that energizes him.

Steve Lockshin and Michael Kitces tied what they view as some mistaken assumptions around fees to the competitive need for more estate planning services.

A Schroder's expert says new data speaks volumes about the importance of building a solid nest egg before leaving the workforce.

Sports are in for the ultrawealthy; paintings, out. Some 20% of 111 billionaire families served by the Wall Street giant now own controlling stakes in sports teams.

Fintech platform Libretto outperformed competitors in the financial planning category in the latest T3 Survey. CEO Jeff Coyle said his strategy of slow growth and high quality was working.

Resources and personal connections offer significant advantages. But financial advisors and other experts say they only get new RIAs part of the way.

A new study finds many Americans are risking their own retirement security and health to support family members — with Gen X workers most at risk.

With savings gaps, financial anxiety and plans to work longer, half of Gen X employees feel unprepared for retirement.

Firms are increasingly looking to provide high net worth clients with services stretching beyond basic wealth management. The offerings include everything from help with cybersecurity to taking out complicated loans.

The use of multiple entities as a means of shifting a high net worth client's yearly income could help rack up bigger breaks, with some caveats.

A number of variables including illiquidity and opaque valuations may cause advisors to think twice before recommending this alternative asset to clients.

The ultrarich lean into risk, time and opportunity to build legacies. It's a replicable formula.

Employees aren't saving enough for retirement or for the costs associated with healthcare and caregiving needs.

According to Schroders, many Americans are falling short of retirement goals, leaving opportunities for benefit leaders to bridge the gap.

Quinn's technology could open personalized financial planning to clients who long weren't on advisors' radar screens.

IRALOGIX looked at retirement preparedness across five key areas, finding that Americans were struggling with nearly all of them.