Financial planning

Fulvio Urbinati’s book of business includes clients in Chile and Peru, the U.S. and France.

As head of the Fiduciary Trust’s New York division, Paulina Mejia in charge of growing the firm’s private wealth business in the region.

Since becoming Franklin Resource's first woman president, Jenny Johnson oversees a majority of the firm’s investment management services.

The platform provider is pushing the concept hard, but early reviews are mixed.

There are three top specialties that survey takers said they want when choosing a new financial planner, with one clear winner.

“I believe in paying it forward in a multitude of ways,” Nick Kavallieratos says.

This move shows how large asset managers have taken note of certain trends.

The firm left Kestra for PKS as part of the move as increasingly large breakaways fuel the independent movement.

There are only two ways to transfer IRA assets tax free in a divorce proceeding.

Mixing business and friendship can lead to stronger relationships, but only if you proceed with care.

Investors slammed the sell button on passive products in February amid the return of volatility that saw a record jump in Wall Street’s fear gauge.

Scheduling freedom allows for more time with the kids, say those in the industry.

“Everyone who isn’t keeping keys themselves is keeping them with Xapo,” said Ryan Radloff of CoinShares.

In these markets, where the median sales price is under $200,000, affordable homes are within reach.

It’s an essential task both for advisors launching practices and seasoned veterans breaking away. Here’s how to ensure a good fit — and avoid costly mistakes.

CPAs and enrolled agents who added planning services generated an average of $1.7 million in incremental revenue over five years, a survey shows.

Financial advisors should immediately contact clients with prenuptial agreements to see if they’re impacted.

Some big banks and money managers are shifting resources by hundreds or thousands of miles to cheaper cities.

Home prices in nearly half of all major markets are still below their pre-crisis peaks. Here's a look at 12 cities on the verge of crossing that threshold.