Financial planning

A new report by fintech company Vanilla found what drives clients of all wealth levels, including the wealthiest, when planning their last wishes.

Half a year after it swallowed up Silicon Valley Bank during the spring banking crisis, First Citizens Bank is blending the former SVB Private into its wealth business.

Dan Macklin, president of Summer, explains how employers and employees can tackle their student loans next month.

Raising the retirement age is once again up for debate. Is this the answer to a financially secure retirement?

The paperwork of moving client assets in a transition is a chore for many advisors, but crucial to their success.

Join us for a talk with Jennifer Povlitz, Division Director of U.S. Wealth Management at UBS, for a conversation on the state of talent recruiting in the industry and what firms are doing to win advisors.

Although nearly all investors in the firm's new survey said tax efficiency was important to them, just over a quarter of them have consulted tax professionals.

The Internal Revenue Service is giving people until 2026 to comply with a new requirement for Roth catch-up contributions.

August is Make a Will Month, and clients drafting wills can get quite specific. Here's a few interesting things experts are seeing in wills.

Extra diligence on the advisor's end can help HNW clients avoid potentially disastrous lawsuits

A new survey from Prudential highlights the needs for a strategy change among the next group in line to leave the workforce.

Reducing financial stress can drive employee engagement and productivity.

Two advisors from the RIA space shared why they took a risk and moved abroad — and what they learned from it.

With proper entity-based planning and tax strategies, risks to HNW assets may be minimized — or avoided entirely.

Prudential is partnering with the American College of Financial Services to educate Black individuals on financial wellness.

Full discretionary power over a HNW client's investments can be a negative without a clear view of all their financial commitments.

Serving over half of America's billionaires wasn't enough for the country's largest bank.

To ensure their employees' financial wellness, emphasizing financial literacy is key.

Despite sky-high advisor satisfaction ratings, many wealthy clients lack confidence in their financial situation and could leave in the future.

Employees are more likely to be debt free when they have a financial strategy in place.