Financial planning

Planners may be called on to invest assets within a client’s trust, but the ability to do so can vary greatly. What's more, the election outcome could eliminate some trusts altogether.

Find out where our annual list of financial planning degree programs at colleges and universities fall on the map.

See which independent broker-dealers have the most high-end reps, plus dive into the average production for the top 10.

The goal is to make clients appreciate the value of services being offered.

New research shows which vendors advisers prefer — and why.

Two advisers left Lebenthal Wealth Advisors to start their own practice approximately two years after they joined the firm.

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.