Financial planning

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.

The top state in the ranking received a total score for financial literacy of 72.46 out of 100.

AI, luxury goods and geopolitical shifts have buoyed several people above the threshhold.

Broker-dealers and RIAs must wean themselves off the richest clients; help getting out of the HNW tunnel-vision habit can come from future-focused marketers.

Just as a sports car needs paved roads for optimal performance, planning software without fast, accurate and accessible data makes for a bumpy ride for financial advisors and their clients.

Amid cash-outs, stranded plans and suboptimal investments, a SECURE 2.0 provision runs the risk of expanding asset waste in the proverbial 401(k) landfill.

Nationwide found that women struggle to understand what to do with their savings once they hit retirement.

Led by CEO Jack Ginter, Callan Family Office reached a milestone that he says will enable the firm to invest in technology and ultrahigh net worth advisor recruiting.

Maxwell Locke & Ritter sold its wealth management unit to Creative Planning, and Wright, Ford, Young & Co. teamed up with Integrated Partners.

More than half of millennials are working toward financial independence, not a traditional exit from the workplace.

The technology startup continues to make U.S. inroads with its goal of enabling advisors to better deliver customized financial advice.