Financial planning

If employees are a company’s greatest assets, then children are a person’s greatest treasure.

The actively managed offering will be available as soon as this summer, according to sources familiar with the plans.

If passed, the package would end the step-up in basis provision, which will mean significantly larger tax bills for wealthy estates.

Bailard appointed Sonya Thadhani Mughal under a succession plan and a series of moves unveiled by the wealth and fund company.

Younger workers are more prone to monetary concerns than their older counterparts, due to a lack of savings and other factors, a recent survey found.

The Samsung dynasty’s art collection, including classic paintings by Picasso and Monet, is estimated to be worth between $2.2 billion and $2.7 billion.

Even salaries, which are typically seen as private, were up for conversation among those in the cohort, a survey found.

After dismissing digital currencies for years, some — but not all — Wall Street giants are warming to the idea.

Staffing and compensating a financial planning practice starts with the right model.

It's typical for wealthier customers to have the wrong level of coverage.

Free investment education and testing for risk tolerance are among the ways financial firms can better reach underserved consumers, former SEC chief Jay Clayton and Operation HOPE’s John Hope Bryant say.

Beryllus Capital will provide investment management, banking and real estate advice.

Collecting all unpaid income tax from the top 1% would boost revenue to the U.S. Treasury by $175 billion a year.

“The name may change but our commitment to the business, our clients and our advisors serving these clients is steadfast,” said division head Barry Sommers.

Wealth management firms are consolidating at a breakneck pace in a bid to grab wealthy U.S. clients.

Robinhood Markets has snared most of the attention for attracting an army of day traders during the pandemic. But far bigger profits are flowing to the family behind Fidelity Investments in Boston.

Wealth Enhancement Group’s second acquisition of 2021 comes as experts say there’s an “ever-increasing buyer appetite” for $1 billion-plus firms.

Despite Voyant’s success internationally, it is relatively unknown in the U.S. The TAMP plans to change that.

The firm has 20 teams that cater to ultra-high-net-worth individuals in the Sunshine State, and has plans to double that over the next few years.

More than three-quarters of those who passed the test studied at least 10 hours-per-week, according to a recent study.