Financial planning

A new baby costs a lot of money, but advisors say there are essential steps to help couples prepare financially for the life-changing event.

Gifting assets can be a tricky process, especially for wealthier clients. With Valentine's Day around the corner, here are five tips on getting it right.

An in-depth look at the provisions of the new act and how they impact retirement planning.

The move is part of a broad shakeup that will create a rebranded Credit Suisse First Boston.

Many Americans are reducing their long-term savings in order to pay daily bills. Advisors say there's a way to do both at once.

The hands-on role that planners can play in securing securities-based loans demonstrates their value in a number of ways.

The company aims to make fractional ownership of masterpiece paintings similar to an IPO

Adding financial advisory services to your practice is a great revenue enhancer that deepens your client relationships.

As more workers find themselves in a desperate financial mindset, employers should take the time to educate them on all the ways there are to save.

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.

Since most Americans rely on the workplace for their retirement savings, employers are poised as an essential resource for helping people manage financial turbulence.