Financial planning

A recent study has found that the number of people who overestimate how savvy they are has grown.

Wealthy, bold-faced names are setting up camp in the tony skiing enclave.

Unlocking wealth from investment properties and using a "six-month nudge" strategy to delay claiming Social Security benefits are just two ways advisors are helping clients with retirement planning.

Serving a single family can be a complex — but profitable — niche.

The Financial Planning Association has begun a multi-year effort to legally protect financial planners' titles.

Forty percent of parents are supporting an adult child who is living at home, and the financial strain is impacting their own goals for the future.

Following another strong quarter for wealth management, here's what Goldman Sachs will do next in its hunt for the almost wealthy, and why it matters.

The conflicts are fewer than many think, but they still require attention and planning on the firm's part.

The ultrawealthy are throwing money into private equity funds as some institutional investors approach their allocation limits.

Investment properties are a very different class from stocks, bonds and the like, one that often isn't managed with the same discipline.

From Elon Musk to Jeff Bezos, the world's wealthiest men have lost a ton of money this year. They're still wildly rich.

The legal agreements surface broad issues about saving and spending that are key to long-term financial health.

Amid fierce competition for wallets of the super-rich, exotic perks are emerging.

A recent survey by the Nationwide Retirement Institute details the financial challenges facing the LGBTQ community, and why employers and advisors alike can drive improvement.

The leading CPA financial planners with over $1 billion in assets under management, from Accounting Today's annual ranking.

Older, wealthier customers are eager for more digital interactions, according to a study, and are increasingly ready to switch firms to obtain these and other services.

An Edward Jones study found that financial advisors can play a huge role in the well-being of retirees by helping to start the planning process early.

The Fed just hiked interest rates by the most in more than two decades to battle inflation. It's not entirely clear if there will be unintended consequences.

An Ameriprise advisor and the head of its employee brokerage share their thoughts on building the next generation of talent.