Financial planning

Results published Monday show that 46% of White people are working with professionals to plan their finances, while 38% of African Americans, 36% of Asian respondents and 44% of Hispanic people are doing the same.

An in-depth look at the provisions being considered for the new legislation.

Even professionals such as accountants and attorneys who may serve as trustees are unaware of the numerous risks that life insurance policies carry.

Join Financial Planning’s Editor-in-Chief, Chana Schoenberger, Chief Correspondent Tobias Salinger, industry luminary Mark Tibergien and financial advisor Dasarte Yarnway as they discuss the profound changes the financial advisory sector is undergoing.

The LearnLux scholarship will be awarded annually and provide recipients with the guidance, resources and tools necessary to pass the CFP exam within 19 months.

Advisors share a tax trick that allows professionals to build seven-figure retirement plans.

It’s important to have intergenerational conversations with clients and their families.

A conversation with Penny Pennington, manager partner at Edward Jones.

Securities-based lending is up sharply as wealthy investors leverage gains in their stock portfolios into low-interest loans for pricey purchases.

While the bank’s second-quarter earnings disappointed, wealth management services, driven by Merrill Lynch, were a bright spot.