Financial planning

Explore the last year in Financial Planning magazines. Read each article, or download a digital version.

The combined net worth of the 500 richest people surged by $1.5 trillion in 2023, fully rebounding from the $1.4 trillion lost the year prior.

Financial advisors should start the new year right by modernizing their planning tools to reflect clients' heightened demand for reliable, easily digestible information about their assets.

Issues like Medicare increases and student loan relief will impact employees' ability to plan for their financial future.

From planning for caregiving to helping artists and couples, these five Financial Planning stories from 2023 show how advisors can add value in estate planning.

The sixth-largest U.S. bank has big plans to grow its private bank by developing young talent, as it prepares to target many of the hottest markets for young wealth.

Gen X workers have the biggest gap between their savings and what they think they need to save for retirement than any other generation in the workforce.

High net worth Americans are unprepared, research suggests, as risks from issues such as climate disaster and personal liability are growing.

A new Cerulli report suggests that one of banks' best opportunities to grow in the coming years is right under their nose, with a client segment they often ignore.

Apollo and other alternative asset managers are vying for executives with connections to the world's biggest fortunes.

Don't know where to find diverse talent for your firm? No more excuses — here's everything you need, courtesy of the BLX Internship Program.

Older wealth management clients fear serious health problems that could come with living longer. Advisors have a big role to play in helping them.

Retirement is not a clear-cut undertaking for employees. Here's how to get more prepared.

New billionaires inherited more wealth last year than they created, a sign that the great wealth transfer is under way.

The Top 100 Firm is teaming up with a financial planning and RIA firm in a new joint venture.

From teaching arts and crafts, to going on tour with a former rock band, these retirees are proving life doesn't end with a 9-to-5.

Employees at Ballentine Partners, a multifamily office and RIA, say their firm can be an example of how small or midsized independent firms can advance on DEI.

The ultra-wealthy are using DAFs and private foundations to avoid taxes and exert influence, at the expense of ordinary taxpayers.

The giant independent broker-dealer said Wednesday that it had created a new channel to target wirehouse advisors with high net worth practices.

After hiring a U.S. fine art specialist from the gallery world, the Swiss wirehouse is doubling down on its art-world connections to attract ultrarich Americans.