Financial planning

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?

Instead of the client’s grown children getting a preset amount at, say, age 25, the decision is strictly at the trustee's discretion.

The bank has expanded its financial advising benefit program from C-suite executives to employees who need help planning for their futures.

The business of supporting charitable giving has never been so profitable.

Clients want to know all about your experience, a new survey from Charles Schwab finds.

The startups competing at XY Planning Network's fintech competition say they're solving RIA practice concerns that the industry has failed to address.

Men dominate the largest financial institutions and the situation is even worse at family offices.

Zoe Financial wants to create an elite network that brings together high-net-worth clients and thoroughly vetted RIAs, says CEO Andres Garcia-Amaya.

Family offices saw a growth in returns last year fueled by soaring stock markets and private equity.

The effective tax rate on qualified dividends for those in the highest income tax bracket fell.

High-net-worth clients can bump into income limits when it comes to making Roth IRA contributions, but they can find other tax-saving strategies to save for retirement.