Financial planning

Investment management alone is insufficient for many firms, who view at least some level of financial planning to be essential.

A partnership between Citigroup and Silverfern to serve exclusive private equity deals to ultrarich clients collapsed after years of tension and litigation.

High net worth individuals tend to think they can manage investing on their own. Researchers say that's an opportunity for financial advisors.

An expert from CFP Board shares why women often experience setbacks in saving, and how younger generations can break this trend.

In the year ahead, private equity, exchange traded funds and tax-loss harvesting promise to be top priorities for advisors leading the pack.

A new survey from Prudential predicts how the new generation's future will look, and what kinds of financial challenges this will create.

Ultrahigh net worth families often use extended networks of professionals and advisors — which is precisely what makes their financial data uniquely vulnerable.

Almost half of women say they will outlive their retirement savings, compared to 38% of men.

Cash flow, tax bracket and timing of distributions will determine whether pretax or post-tax treatment of retirement savings makes more sense.

Industry experts say the new team of 25 investment specialists seems designed to tackle the more esoteric aspects of working with wealthy clients and leave asset gathering and relationship management to advisors.

Like any ranking, the list from SmartAsset comes with some caveats. But these firms are catering to a lot of high net worth and ultrahigh net worth clients.

Betterment at Work surveyed 1,000 employees about how confident or anxious they're feeling about their financial futures.

The financial services giant lets wealthy clients pick and choose things like assistance with cybersecurity, alternative investments and estate planning.

Do you have three buckets handy?

Navigating Medicare can be a complex task for retirees, and accountants play a crucial role in guiding their clients through this essential aspect of retirement planning.

The complementary offerings of family office and wealth management firms have the potential to capture UHNW wallet share and drive up revenues in tandem.

Unexpected perks of family philanthropy can include mended rifts, improved financial literacy and next-gen involvement in generational wealth.

The program allows candidates to complete the certification program online, asynchronously and in half the time it takes to complete the standard program.

Vanguard found that baby boomers' retirement outlook has improved, and here's why.

Without government intervention, it's estimated that Medicare funds will run out by 2036.