Financial planning

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.

The strategy mimics one the executive used to boost profit at his previous employer, cross-town rival Credit Suisse.

A bull decade doesn’t necessarily mean a zero-sum next 10 years, planners say.

How sequence of returns affects retirement portfolio survival.

I had a strong opinion. Then our reporting changed my mind.

While many workers don’t have access to pension plans, annuities can provide a source of guaranteed retirement income and address longevity risks.

These employers offer plans that pay as much as $6.52 per hour in contributions.

The U.S. minted more than than half the world’s new millionaires last year as investments in equities and tech stocks propelled assets higher.

Since 2011, when Occupy Wall Street protesters rallied under the slogan “We are the 99%,” the income threshold for the top 1% is up an inflation-adjusted 33%.

Technology tools are pitched as time savers, but that’s not how advisors are actually using them.

Credit Suisse is pushing deeper into the ranks of billionaires, putting it into closer competition with larger rival UBS.