Financial planning

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.

The uncertainly of regulation and their own survival is at the root of advisors’ stress, but there are also some positives of the job.

Lower incomes, longer lives and time out of the workforce means women lag men when it comes to preparing for retirement. Advisors can help.

Investors may support the pay hikes, but protesters says the bank owes customers more.

Wirehouses are losing talent as advisors look to escape bank-owned firms.

Whatever planners learned when they were trained for the job decades ago is most likely outdated.

Holiday parties and team-building outings may still be deductible. What about entertaining prospects over dinner?

How often should CCOs pay a visit to branch offices?

The executive will lead PNC’s wealth business beginning in June.

Performances of many long volatility strategies, many of which are made accessible via ETN, have been dreadful.

In which cities are single-family house rentals growing faster than apartment rentals? Find out.

Addressing the subject of mortality can be tough — but advisors can help make the conversation less painful.

Research firm Spectrem Group tracked new highs in 2017 across the mass affluent, millionaire and UHNW segments.

Audit rates are dropping, but there are still triggers that taxpayers can avoid to further reduce their risk.

BMO Wealth Management aims to modernize its investment service and give planners better equipment. Others offering automated advice solutions include UBS, Wells Fargo and JPMorgan.

Debt is back on the rise, this time led by government.