Financial planning

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.

Affluent clients have "a fairly low awareness of fees," according to new report.

Peace of mind, a comfortable life, happiness and gratitude are top wealth motivators, according to a new survey.

Rich clients, low trust: Here’s how financial advisors can help them warm up faster.

Only about a third of advisors have an asset-transfer plan in place, according to research.

The former J.P. Morgan wealth executive will replace Don Heberle, who left his post at the end of March.

Members of Gen X and millennials seem to work harder to put their money where their mouths are.

How one advisor sees the outsized influence of Nobel laureate Daniel Kahneman on the financial planning industry.

Even investors who aren’t ultrawealthy may be able to avoid income taxes on their investments with “off the rack” strategies similar to the specially designed life insurance contracts sold by some financial firms to ultrahigh-net-worth clients.

More than half of the country's top housing markets are considered overvalued.

Baby boomers are holding more mortgage debt than the retirees before them. But sometimes, that can be a smart financial strategy.