Financial planning

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.

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.