Financial planning

An estate-planning process that asks about contaminated property can save heirs from unpleasant surprises.

To build loyalty with the next generation, key steps include hiring younger advisers.

These firms reported the highest share of accounts topping $100,000.

The strategy raises tricky tax reporting and regulatory questions.

"I expect a seismic change as product manufacturers will have to adapt to the new rule," says NextCapital's Rob Forreger.

Blockbuster industry deals and unforeseen shifts in client attitudes are altering future forecasts for digital advice.

Gen Y clients want advisers to build portfolios with both social and financial returns, according to two recent studies.

"Clients that are buying your services on price are clients that you don’t want," says consultant Jamie McLaughlin.

New flavors in a portfolio can help juice returns, but beware of the risks.

The ultrawealthy are taking more conservative positions this year, but younger investors are still bullish, according to a recent industry study.

If an advisor hasn't adopted new technology, the CEO asks, are they putting their own interests ahead of their clients?

The wealthier the family, the trickier it can be to interpret their finances. A modern investment management platform can alleviate the need for manual number-crunching.

If you raise rates on the rich, will you lose them to other states? A study of 45 million IRS records suggests it doesn’t work that way.

A twist on benefits that can help UHNW clients win big estate tax savings and flexibility.

A mix of approaches to gain the attention of ideal prospects, who have learned to ignore typical marketing tactics.

To maximize efficiency, segment clients into groups generating over $5,000 in revenue and those that don't, says Alyssa Von Herbulis of Russell Investments.

Certain trusts could have saved heirs $100 million or more — and ensured the musician’s money went to the people and causes he chose. Here are just a few of the tools he could have used.

State agencies can be aggressive in checking records.

A new model of holistic financial advice is coming on the scene.

Kate Randall Danella is the second executive to be named to the post in less than four years.