Financial planning

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.

“The market is actually using proxies for understanding ESG data,” says BlackRock’s global head of sustainable investing.

A quarter of wealthy investors' average assets are currently in cash, according to a new survey.

More than $37 billion flowed into tax-sheltered donor-advised funds in 2018, according to a new report.