Financial planning

To ensure estate planning and tax goals are a good fit, owners of unique assets need a risk management process.

While there may be investing opportunities in the markets, the weak housing market and unemployment hovering just above 9% are the issues that concern the nation and that are depressing the president’s poll numbers. And, voters -- including those without jobs and those who want to look for better ones --are getting mighty impatient.

Opportunities are certain to be abundant for Sallie Krawcheck, the former president of global wealth and investment management at Bank of America Merrill Lynch who was shown the door in a Tuesday evening management shakeup. But can the same be said for the advisors left behind?

For love or money, art as an alternative investment can enhance your clients' portfolios.

Estate planning is a critical part of the planning process and ideally should be a group effort, involving attorneys and accountants as well as planners.

On Tuesday, UBS announced plans to cut 3,500 job worldwide, to save $2.5 billion by 2013. Almost simultaneously, the state of Connecticut found that money talks -- if it wants to keep UBS jobs in its state.

No, it can’t be. Has the 15-year saga started by Anna Nicole Smith, as she tried to get money from the estate of her deceased husband, really come to an end?

Clients who serve as trustee of an insurance trust may get more than they bargained for if the life policy is not performing.

A new chapter of estate planning begins after a client passes on.

Financial Planning’s 2011 ranking of the biggest independent broker-dealers

Even multi-millionaires lose sleep over whether their homes will retain their value and whether they can retire.

Agreements, deeds and leases are not core estate planning tools, but may have unexpected opportunities or traps.