Financial planning

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.

“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.

Nearly $388 billion of the super rich's net worth has been wiped away since 2016.

Opportunities to win UHNW clients abound, but so do challenges, experts tell advisors at the Schwab Impact conference.