Financial planning

As the regional firm aims to serve more high net worth clients, it plans to hire 60 experienced advisors this year.

From the rise of direct indexing and private equity, to the reinvention of brokers, these were the stories that made the covers out Financial Planning over the last year.

The large gift to charity would have helped reduce what Musk has described as the biggest tax bill in US history.

Super-rich investors find energy the most attractive of all investment categories.

The drama with one of the world's wealthiest families is a lesson in intergenerational finance.

JPMorgan Chase is planning to increase headcount in its Latin American private-banking unit by about 25% next year as the firm looks to attract more clients with $5 million to $25 million to invest at the bank.

Estate planning experts at JP Morgan, Bank of America, UBS, Morgan Stanley, Wells Fargo and other firms weigh in on how client needs and interests, as well as industry practices, have changed.

Regularly revisiting a client's planning documents offers a new perspective for an array of planning issues.

Leaving the nest has always been difficult for both parents and young adults, but some key lessons can help make the transition easier.

New research from Schwab Retirement Plan Services reveals how Gen Z and millennials are approaching their retirement planning — with personalized advice and even cryptocurrency investing.