Financial planning

A new provision enables employers to contribute to a workplace 401(k) plan when an employee pays their student loan debt.

Phil Waxelbaum, a longtime industry recruiter, talks about what large firms can do and are doing to remain attractive to long-standing advisory teams with sizable sums under management.

As tax-friendly as the rules are for HSA funds during an individual's lifetime, they can become much more punitive for funds left over after the original account owner dies.

The retirement legislation has several new provisions that tackle student loan debt, emergency savings and retirement benefits for small businesses.

Asking the right questions early on can help a planner identify gaps in an emerging estate plan and uncover opportunities for clients down the road.

Winning multi-millionaire clients looks different today for advisors — here's what's changed, a Cerulli study reports.

In 2023, Financial Planning's op-ed section featured nearly 100 original columns penned by experts across wealth management, from tax pros to tech founders and seemingly everything in between.

Doctors face many personal finance challenges, from hefty student loan debt to temptations to overspend. Experts share how to win them as clients.

A new ranking of the channel by SmartAsset includes arms of Sammons Financial Group and McKinsey and global portfolio management firm Cambridge Associates.

Between the diapers, doctor visits, toys, formula and the delivery itself, having a baby is expensive. How can a mother-to-be get ready?