Financial planning

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

Ending tax-free wealth transfers through the longstanding step-up in basis loophole is among the proposals.

Citigroup, whose U.S. wealth management business oversees about $181 billion in client assets, created a new business to sell products through independent advisors as CEO Jane Fraser maps a path to managing more money for wealthy individuals.

The CFA Institute has created a voluntary Diversity, Equity and Inclusion Code for the Investment Profession in the United States and Canada as financial firms wrestle with expanding a more diverse workforce.

Harold Hamm, the founder of Continental Resources, will pass a stake of his company worth $2.3 billion to each of his five children.

As more investors look to make portfolio allocations based on their values, we explore what ESG ratings can do — and what they can't.

Leadership worried that by trying to be everything to everyone, the association risked diminishing its appeal and determined to address the issue once and for all.

Understanding how gifted money will impact the student’s FASFA is critical.

After months of talk of steep tax increases on the wealthy, a kinder reality has emerged for well-off clients.

Amid the pandemic, staying informed about life insurance strategies with trusts and estates is critical.