Financial planning

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.

The troubled Swiss bank is breaking up its investment bank, separating the advisory and capital markets unit and selling the majority of a trading business.

The Narragansett Bay Group in Providence, which specializes in serving the ultra wealthy, intergenerational wealth and business owners, has moved to UBS.

If the fair's first edition here does well, it's a sign that Paris is back. If not, tant pis. So far ultrawealthy buyers are flocking to the event.

Rich clients who have seen their portfolios dented are pursuing loans.

The young and wealthy instead see more potential in assets like cryptocurrency, real estate and private equity, a study says.

New rules on "portability" mean that a surviving spouse can lock in her deceased partner's exclusion years after exemption levels decrease come 2026.

Covid froze one of private banking's best tools — invite-only events for the children of wealthy clients. Now, they're starting to return.

Lauren Uranker, managing director of corporate relationship management at Goldman Sachs Ayco, discusses trending financial benefits in an uncertain economy.

The philanthropist wife of Howard Buffett started at the biggest U.S. bank on Monday, according to a post on her Instagram account.

Achieving a certain dollar amount in retirement isn't the only thing you'll need to consider when deciding on a planning strategy.