Financial planning

While standard charitable remainder trusts can deliver tax benefits, lifelong income and philanthropic satisfaction, specialized versions add control over when the income starts to flow.

A measured dose of private placements can boost returns for HNW clients willing to hold some illiquid assets.

High-net-worth clients may be concerned about various threats to their security. Here are some ways advisors can help.

While standard charitable remainder trusts can deliver tax benefits, lifelong income and philanthropic satisfaction, specialized versions add control over when the income starts to flow.

The ability of advisors to recruit and manage millennials will likely play an important role in the industry's sustainability.

Wells Fargo recruited three Morgan Stanley advisors with nearly $500 million in assets under management, and promoted two veteran employees to its executive team. Regional firm Janney Montgomery Scott lured away a Merrill Lynch advisor with $1 million in production. And Raymond James continues to poach talent from the wirehouses.

To help clients, make sure you understand the answers to a few of the most common Medicare questions -- and can suggest resources for more information.

Reaching the ultra-high-net worth audience requires a more personalized approach than traditional marketing techniques.

The Washington, D.C., area firm hopes its six-member board will help it better understand and serve female clients.

Reaching the ultra-high-net worth audience requires a more personalized approach than traditional marketing techniques.

Investors can still get performance from the region if they know where to look, say the managers of Matthews Asian Growth & Income.

Raymond James is recruiting the industry's top talent at the expense of the wirehouses.

Advisors are facing 'the most aggressive regulatory environment I have ever seen,' a securities lawyer tells RIAs at a Fidelity conference this week.

Consumer finance site WalletHub has released a report on the states with the highest and lowest taxes.

Low-deductible plans have thrived under Obamacare -- offering new tax strategies for both clients and advisors.

If transparency is so important to us as independent advisors, why are we using so much jargon?

As more people live into their 100s -- and as families in which four or five generations overlap become commonplace -- some core elements of financial planning need to change, says one longevity specialist.

The ranks of America's richest investors are growing and so is their optimism, with confidence among global high-net-worth investors reaching pre-crisis highs.

A sharply increasing number of plan sponsors want financial advisor guidance -- but many of the RIAs on Fidelity's platform are just dabbling in the area, the custodian says.

The ranks of America's richest investors are growing and so is their optimism, with confidence among global high-net-worth investors reaching pre-crisis highs.