Financial planning

Led by CEO Jack Ginter, Callan Family Office reached a milestone that he says will enable the firm to invest in technology and ultrahigh net worth advisor recruiting.

Maxwell Locke & Ritter sold its wealth management unit to Creative Planning, and Wright, Ford, Young & Co. teamed up with Integrated Partners.

More than half of millennials are working toward financial independence, not a traditional exit from the workplace.

The technology startup continues to make U.S. inroads with its goal of enabling advisors to better deliver customized financial advice.

Advisors must be attuned to the emotional factors at play, since no two clients have the same relationship with money.

Almost all retirees had regrets about how they planned for life after work. Is it possible to ever be prepared?

The report casts a skeptical eye on the PPLI industry, claiming it functions as a tax shelter for a few thousand millionaires and billionaires.

Financial firms should consider partnering with universities, as well as prioritizing diversity, to recruit top talent in a competitive market.

Parents can leverage their wealth to access the dream of homeownership for their kids — as long as income tax and gift tax consequences are factored in.

Major employers like IBM and Ikea are touting the benefits of pensions on their employees' financial well-being. Is the industry ready for a comeback?

The co-founder of an internship program pairs aspiring financial planners and career changers with financial firms looking to widen their talent pools.

The 2024 T3/Inside Information survey on the tools and tech advisors use has landed. Here's what you need to know.

Many financial planners have yet to incorporate crucial documents like wills and trusts into their service offerings — a potentially costly mistake, writes the CEO of a wealthtech platform.

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.