Financial planning

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.