Financial planning

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.

James E. Stowers Jr., who built a billion-dollar fortune as founder of the American Century Investments mutual fund company, then gave most of it away for medical research, has died.

The two regulators are organizing outreach programs to provide an opportunity for advisors to talk directly with regulators about risk management, regulatory issues and compliance practices.

As fixed-income bets disappoint, multisector bond funds have gained notice. But not all advisors are smitten.

Financial advisors' jobs are among those at risk as computerization threatens the U.S. workforce.

Savvy inheritance planning can alleviate HNW clients' concerns that their wealth will be squandered or lead to squabbling among heirs. Here's how advisors can conduct the most effective family meetings to tackle these delicate issues.

Savvy inheritance planning can alleviate HNW clients' concerns that their wealth will be squandered or lead to squabbling among heirs. Here's how advisors can conduct the most effective family meetings to tackle these delicate issues.

United Capital has started providing regular liquidity to advisors with some first stock sales proceeds exceeding $500,000.

Holding effective meetings with staff and clients not only maximizes your own time, but also makes the most of your employees' time and your clients' time.

Working on family governance can be a slow process, but both clients and their advisors benefit - with clients having peace of mind and advisors providing a premium value-add for high- and ultra-high-net-worth clients.

Advisory firms are embracing social media to help with recruiting and hiring talent. Keep a few rules in mind.

Working on family governance can be a slow process, but both clients and their advisors benefit - with clients having peace of mind and advisors providing a premium value-add for high- and ultra-high-net-worth clients.

Though the cost to the system of "file and suspend" and "claim now, claim more later" filing strategies is modest, Congress will eventually be forced to look for ways to align future balance sheets as the Social Security trust fund gets spent down.

Gun-shy and data driven, younger clients can pose a particular challenge. Here are 5 concepts to keep in mind.

What is this wealth supposed to accomplish? Many HNW clients confront this question as they contemplate what to do with their fortunes beyond providing for their families. Here's how their advisors can help.