Financial planning

With the equity market rebounding and tax rates increasing, charitable remainder trusts are newly attractive.

David Lafferty of Natixis Global Asset Management offers Schwab Impact attendees advice on thinking differently about clients' risk tolerance and debunking myths.

Jim Casey of Integrated Wealth Management offers attendees of Schwab Impact guidance on navigating the complex and ever-changing landscape of financial planning for same-sex couples.

With the equity market rebounding and tax rates increasing, charitable remainder trusts are newly attractive.

Advisors examine their positions with Pimco and debate Bill Gross's influence as October saw a record $27.5 billion in outflows from Total Return Fund.

Income planning can save clients thousands of dollars a year in premium tax credits.

Clients who retire early should consider withdrawing from their 401(k) with an eye toward delaying Social Security; Plus, a new way that 401(k) participants are able to convert their savings into steady retirement income.

Frank Campanale, CEO of Lebenthal Wealth Advisors and a former executive at Smith Barney, spells out the key elements in firm's growth plans and recruiting strategy: brand, equity stakes and passion.

Tax law changes mean advisors need to consider all the potential outcomes when advising clients on donating required minimum distributions to charity.

Worldwide, the number of people with $30 million or more to invest -- the kind of folks who would hire a family office -- rose 15.6% to 128,300 in 2013. See which firms manage the most assets.

How clients pay more than what they're supposed to pay in taxes every year because they tend to overlook some tax deductions, and how they can effectively manage their taxes by year-end, by making tax-advantaged savings plan contributions and keeping withholding tax close to their actual tax liability.

Washington Wealth Management lured away an advisor managing $100 million in assets and who had been at the wirehouse for three decades.

RCS executive says it “will take some time” to restore normalcy to his embattled firms.

Some clients are tempted to give too much, while others could afford to do much more. Where do advisors draw the line between helpful and intrusive?

Principles of behavioral finance can prevent destructive investment moves, advisors hear at Schwab Impact conference.

Advisor-focused legislation may be a long-shot, but Republican majorities in both chambers could result in more scrutiny for agencies mulling fiduciary rules.

Behavioral economist Shlomo Benartzi has launched an app to help investors set better retirement goals and improve financial planning around those goals.

Amid volatility, a forecast of a moderate rise in rates and a flatter yield curve.

Wealth management's top executives shared their outlook on how new technologies are shaping and challenging their firms as part of On Wall Street's exclusive set of interviews for our special report on the state of wealth management.

Record crowd focuses on the future of financial advice.