Financial planning

In the year ahead, private equity, exchange traded funds and tax-loss harvesting promise to be top priorities for advisors leading the pack.

A new survey from Prudential predicts how the new generation's future will look, and what kinds of financial challenges this will create.

Ultrahigh net worth families often use extended networks of professionals and advisors — which is precisely what makes their financial data uniquely vulnerable.

Almost half of women say they will outlive their retirement savings, compared to 38% of men.

Cash flow, tax bracket and timing of distributions will determine whether pretax or post-tax treatment of retirement savings makes more sense.

Industry experts say the new team of 25 investment specialists seems designed to tackle the more esoteric aspects of working with wealthy clients and leave asset gathering and relationship management to advisors.

Like any ranking, the list from SmartAsset comes with some caveats. But these firms are catering to a lot of high net worth and ultrahigh net worth clients.

Betterment at Work surveyed 1,000 employees about how confident or anxious they're feeling about their financial futures.

The financial services giant lets wealthy clients pick and choose things like assistance with cybersecurity, alternative investments and estate planning.

Do you have three buckets handy?

Navigating Medicare can be a complex task for retirees, and accountants play a crucial role in guiding their clients through this essential aspect of retirement planning.

The complementary offerings of family office and wealth management firms have the potential to capture UHNW wallet share and drive up revenues in tandem.

Unexpected perks of family philanthropy can include mended rifts, improved financial literacy and next-gen involvement in generational wealth.

The program allows candidates to complete the certification program online, asynchronously and in half the time it takes to complete the standard program.

Vanguard found that baby boomers' retirement outlook has improved, and here's why.

Without government intervention, it's estimated that Medicare funds will run out by 2036.

Arkansas and Alaska are among the states where residents have the least financial literacy, according to a new report.

Barriers keep CPAs, attorneys, financial advisors and brokers from communicating effectively for their client's benefit — and the benefits of collaboration are significant.

The COVID-19 pandemic made it easier for employees to leave the state. They're leaving in droves.

Potential tax hikes outrank geopolitical conflicts as No. 1 worry for billionaire families, according to new UBS research.