Financial planning

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.

The company is buying financial-literacy startup PayGrade, which makes a virtual banking and investing product used by K-12 schools.

The ultra-rich have direct access to asset classes, including private markets and Bitcoin, that other investors, including mass affluent ones, don't.

Employers have evolved and recognize the importance of discussing and supporting employee well-being.

Advisors can now access model portfolios and client “Risk Numbers” from within the financial planning software.

Beverley Schottenstein steps back into legal combat against her grandsons — two brothers — after a deal to hash out an agreement over their mishandling of her $80 million fell apart.

Some world’s wealthiest individuals paid little to no federal income taxes, IRS records show.

While I bonds can be a worthwhile investment, they're not as useful for high-net-worth investors close to or in retirement, writes Alexis Leondis.

Individuals have already started receiving requests for information, according to tax attorneys.

When the millions left unemployed due to COVID-19 return to work, research suggests they will cash out of their former employers’ plans, Spencer Williams writes.

The leading CPA financial planners with over $1 billion in assets under management

There’s a common cultural myth that says people don’t talk about money. I disagree; I think we talk about money all the time. Just not enough about what I describe as “the missing pieces of the money conversation.”

Raymond James, LPL, Kestra, the SEC, Dynasty, Janney Montgomery Scott, Mercer Global Advisors, Adasina Social Capital, Fidelity and other quick takes from the week in financial advice.

The firm serves UHNW clients, and the advisors embarked on a search in order to enable clients to have more access to private investments.

Biden’s approach might be politically astute, but from a fiscal-design point of view, it’s partially self-defeating, Bloomberg’s Clive Crook writes.

Women in the United States have a lot in common when it comes to managing their money. They prioritize financial stability and nearly half equate negative emotions with financial planning - far more than men.