Financial planning

Beyond investing...Our opportunity to help customers more holistically

The competitive spring purchasing season is driving home prices higher.

Much of the latest guidance about setting up trusts is overly simplistic and can do a disservice to clients.

Advisors want to help clients discover their "sleep well at night factor" when it comes to cash reserves, one planner says.

These emotional topics tend to be bad for investment returns, Barry Ritholtz says.

Although the rules have become more lenient, high-income clients must not be complacent.

The bank recruited a former executive from Vanderbilt University’s investment office to assume a newly created post directing its third-party manager research efforts.

At least $20 trillion of new financial wealth will be created over the next five years.

The side effect of index reconstitution is well documented.

The service offers some do’s and don’ts for taxpayers who get a frightening envelope.

The app also allows clients to use the Zelle person-to-person payments service.

Parents feel an uncontrollable urge to help their kids, no matter the cost to themselves. Here’s how advisors can help.

Since the bottom of the housing market in 2012, home prices have increased 75% but wages have only increased 13%.

A widower wanting to claim at 64 learned he’d have to wait until full retirement age before he’d start receiving benefits.

Helping clients navigate life choices is critical for differentiation.

Want to know where the smart-money minds go when off the clock? It’s here.

Despite the profession’s efforts to attract and retain women, demeaning experiences at industry events could be keeping them away — or driving them out.

Many U.S. expats don’t feel they should have to pay U.S. taxes while living abroad — but do they know where it’s not required?

There’s no playbook, but there is common sense, says XY Planning co-founder Alan Moore.

The Tax Court rules that creditors must have hard evidence that an obligation is uncollectable before they deduct it.