Financial planning

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.

Tax planning is part of financial planning — but pay attention to the terms of your partnership.

An alphabet soup of confusing terminology is hindering clients and advisors from identifying portfolio opportunities.

Helping clients navigate the complexities of tax reform is even more of a priority.

Digital assets are an increasingly important, yet overlooked, part of a client’s profile.

Direct investing offers wealthy ground-floor business opportunities.

Two of the league's top lifetime earners, Tim Duncan, and now Kevin Garnett, say Banks collectively stole more than $100 million.

Helping clients navigate the complexities of tax reform is even more of a priority.

New features include health care planning tools and cash reserve buckets.

Owning a horse can be a longer and bigger financial commitment than other pets (or raising kids).

Wealth management will soon have to measure up to the needs of its customers, rather than requiring customers to suit the needs of the industry.

Times are good for RIAs, but a new study suggests firms should be monitoring fees more closely.

Even if the financial aspect of planning is “supremely easy,” the emotional side can be draining — and even lead to unexpected advice.

Use these best practices to maximize savings for clients' kids — from birth to college graduation.

To keep pace with its peers, Morgan Stanley is ramping up its online offerings in banking and wealth management.