Financial planning

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.

All customers with more than $1 million in assets have been automatically enrolled into a pair of new service plans.

A small tweak to business practices could earn many firms in the industry much more in income, and it's hiding in plain sight.

Around three in five women breadwinners said financial professionals have wrongly assumed their partner is the primary earner, according to a new UBS report.

Citizens made waves with its hires of around 50 private banking staff from First Republic. The head of wealth management at Citizens shared what's next.

Lack of financial preparedness and use of benefits are costing workers at all levels.

Even wealthy clients may procrastinate on maximizing tax efficiency ahead of the gift and estate tax exemption limits' expected declines in 2026.