Financial planning

Investors feel more confident they'll achieve their targets, although that growing bullish mind-set comes from those who actually have retirement plans, according to separate surveys.

Millennial job seekers want companies that offer employees the latest tech tools. But are IT departments prepared for these hyper-connected workers?

Proponents of advisory firms going public cited “powerful” advantages while detractors point to “hollow” promises.

The primary buyers of advisory firms are RIAs, banks and roll-up companies.

How a client can save on taxes by employing their children. Plus, helping clients take advantage of education tax benefits, and maintaining tax-efficient retirement portfolios.

When looking for concierge healthcare and health insurance advice, financial advisors often find that support from specialized health consultants.

Why advisor Kimberly Foss hopes the Fed does raise interest rates.

Five executives were recently named to lead wealth management and related investment services groups at Associated Bank, Bank of the West, Regions Bank and Wells Fargo. Find out who they are and what their new roles entail.

Advisors should urge clients to think long term before and after the Fed announcement on rates, says Allan Roth.

Panel envisions a recognizable credential that would help investors distinguish between financial professionals committed to clients' best interest and those pushing products.

Chief Executive Bill Harris says data alone is not enough for financial advice.

Once clients retire, they should move from offense to defense in order to protect their hard-earned cash; Plus, retirees with a moderate risk tolerance can use a three-bucket approach.

When clients have assets in several states, the legal and tax pitfalls in estate planning multiply, says attorney Allen Falke.

Financial support should be limited to necessary expenses and all involved should agree on how long the child will stay; Plus, how retirement plans are being nickel and dimed by fees.

It may seem counter intuitive, but offering some free services may actually help advisors grow their businesses.

Commentary: SigFig's data compiled after the August correction shows that 27% more investors panicked that week than they did in October 2014.

CEO Tidjane Thiam's plan to overhaul Credit Suisse includes selling its U.S. private bank, according to a Swiss newspaper.

When it comes to planning for wealthy families, advisors are hung up on outdated ideas, new data shows.

Why retiring clients should avoid carrying mortgage debt into their golden years; plus, how stay-at-home parents are losing out on retirement savings.

When it comes to planning for wealthy families, advisors are hung up on outdated ideas, new data shows.