Financial planning

The Wall Street giant reveals how it plans to capture a bigger share of the HNW and mass affluent markets.

As the firm struggles to find RIAs to buy, CEO Peter Mallouk explains how the Tony Robbins factor has driven growth.

The bank is an aggressive recruiter of HNW and UHNW talent.

When the world’s wealthy look for a bank to entrust with their personal fortunes, Goldman Sachs isn’t necessarily on their speed dial.

The potential for higher taxes next year may accelerate deals.

The operation will start with six employees and offer services to boutique firms that don’t have the capabilities of a large private bank.

The flood of new money has made the area one of the world’s hottest — and most competitive — wealth markets.

The accounts will be managed through Wealthscape, allowing advisers access to their client’s finances to help manage rising healthcare costs.

The No. 1 IBD adapted the Envestnet planning software to its digital advisor workstation as it looks for ways to maximize advisors’ efficiency.

Don't neglect the FAFSA and other ideas to help families with annual incomes of more than $300,000.

The firm is looking for ways to maintain its edge and reinvigorate its shares, which have trailed rivals over the past year.

In 90% of families, wealth disappears by the end of the third generation.

"A long life is wonderful, but it is also costly and a bigger drain on resources," an expert says.

The Wall Street executive founded three companies, including private-equity firm Lightyear Capital.

The move underscores wealth managers’ increasing focus on the not-yet-fabulously rich to boost profitability.

Just over one in 10 advisors uses a digital investment tool. This, and other findings of Financial Planning’s 2019 Tech Survey.

In volatile markets, client education and constant communication are ke

The 2017 Republican tax law approximately doubled the estate and gift tax exemption.

Economic factors like changes to the tax code are behind nearly a quarter of all recent giving, according to a new survey.