Financial planning

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.