Financial planning

Productivity may not come back, but private equity may be the answer for some.

About 19% of adults support elderly family members in some way.

No client wants to pay up. But, some could benefit from more tax exposure in retirement than actual spending.

Virginia and Colorado are among the most-appealing locations for retirees to spend their golden years, due in part to top scores in affordability, health-related factors and overall quality of life.

New financial planning software tool aims to meet the needs of clients with $25 million and up.

The firm has been on a recruiting tear, with a particular emphasis on wirehouses.

Professionals from family offices, investment managers, estate planners, art advisors and other disciplines describe mistakes they’ve seen.

The number of people in that group fell by more than 28% in the fourth quarter, according to Fidelity's data.

Edmond Walters' new software, backed in part by Envestnet CEO Jud Bergman, is featured exclusively on the Logix and MoneyGuidePro platforms.

There's much talk about pursuing the highest end of the high-net-worth market, but there’s an attractive group of potential clients being overlooked.

IRS data provides all the information needed to figure out the answer.

This $1.5 trillion dilemma doesn’t discriminate.

In the U.S., investors pulled $174 billion out of active equity funds last year as stock pickers struggled to outperform their benchmarks.

Community property rules, how to divide 401(k)s and the nuances of QRDOs are just some of the specifics advisors should know.

Knowledge of ERISA, QDROs, DBAs and other retirement plans can avoid costly mishaps.

The firm says it was draw to the state’s "booming" economic growth.

Sustaining growth will become an increasing challenge, says the firm’s incoming chief revenue officer.

Planners appear to be breaking away from the AUM fee structure.

Those who anticipate big benefits for charitable giving may be disappointed. Here’s what their advisors should know.

The bank is the world’s top stock underwriter.