Financial planning

Advisors take note: DAFs remain the fastest-growing charitable giving vehicle.

From working with children to spreading financial literacy, here’s how advisors are donating their time and money this holiday season.

Both already use the fintech company’s technology to market their products to advisors.

The Trump tax overhaul could mean less after-tax money to go around.

A $6 billion RIA deal may signal a reversal of lackluster market activity.

Workers looking to retire comfortably are more in need of professional guidance than they realize — and there are a lot of them.

It may seem counterintuitive, but advisors who offer robust philanthropic guidance see major boons to their bottom line.

A detailed proposal can turn prospects into clients, but only if advisors can gather the right data.

Some pointers from colleagues and mentors inspired female planners in unexpected ways.

There were 53 new billionaires in the U.S. this year, and 14 of them were women.

There really is such a thing as good advice badly given.

The Microsoft co-founder had no direct inheritors to his wealth, but other family members and potential investors are seeking a portion of his holdings.

How advisors can help clients protect these funds when inherited. If they don't, a few small, early mistakes can cause a client to lose most of the proceeds.

Clients are willing to pay more for tax advice, but they’re still not getting it.

Here's a look at the cities where both home purchase prices and monthly rents are starting to ease.

The life planning innovator hopes to spark hundreds of conversations aimed at building an ideal civilization.

You’ll probably find administrators blocking the backdoor Roth IRA strategy more than anyone else, says Kimberly Foss, planner, author and Financial Planning contributor. That’s when you’ll have to adopt the role of educator, she says.

Earnings reports this week showed the firms are increasingly rushing into a booming market for lending to wealthy clients. So far, it’s paying off.

The launch adds to the trend of banks attempting to tap into their base of retail checking account customers as a way to create instant scale in low-cost wealth management.

What's to stop financial planning from being shrunk entirely into a free app?