Financial planning

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.

Investment management alone is insufficient for many firms, who view at least some level of financial planning to be essential.

A partnership between Citigroup and Silverfern to serve exclusive private equity deals to ultrarich clients collapsed after years of tension and litigation.

High net worth individuals tend to think they can manage investing on their own. Researchers say that's an opportunity for financial advisors.

An expert from CFP Board shares why women often experience setbacks in saving, and how younger generations can break this trend.

In the year ahead, private equity, exchange traded funds and tax-loss harvesting promise to be top priorities for advisors leading the pack.

A new survey from Prudential predicts how the new generation's future will look, and what kinds of financial challenges this will create.