Financial planning

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.

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.