Financial planning

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.

Here's how to make the most of high-net-worth clients' charitable nature.

Instead, Chairman Jay Clayton should be looking for a quicker way for companies to move from private to public markets, and back.

Advisors to the ultra-rich are upgrading strategies for wealth transfer and philanthropic planning.

For wealthy people, Uncle Sam is a major challenge to asset growth.

The board's third large-scale advertising initiative costs $11.7 million, or $145 per CFP holder.

Clients still scarred from the losses are better prepared for the next market nosedive, advisors say.