Financial planning

Finance professor Tom Warschauer calls on the academic research community to improve communication and further understanding of clients' behavior.

Financial Planning Review will represent "an interdisciplinary approach," according to the journal's executive editor.

“Serving the investment needs and opportunities unique to clients who reside outside of the U.S. has become increasingly complex,” the firm said.

The high-net-worth and ultrahigh-net-worth segments are growing globally “faster than we can grow advisors to cover them.”

The decentralized and unregulated nature of bitcoin makes it difficult to appoint an heir.

Here's a look at the 10 housing markets with the biggest gap between growth in home prices and wages that could indicate a housing bubble is forming.

The good, the bad and the downright inexplicable in the suggested changes.

A couple in their 60s had vastly different plans for retirement: One spouse envisioned Florida, the other Chicago.

The unit recruited the co-founder of an investment advisory firm to launch a new office in La Jolla, California.

The law has numerous income tax consequences for individuals and businesses.

After seven acquisitions last year, Captrust snares $300 million Knox Capital for its first 2018 deal.

The revamped toolset includes financial planning software and fraud and identity theft protection.

Advisors need to be aware of how the new tax law will affect high-net-worth clients across the country.

Consider making someone in your practice a captain of client relationships. This person should take responsibility of deepening those associations.

Ameriprise is looking to reverse a decline in its headcount.

It’s time to broaden our understanding — and assessment — of risk composure.

Consider making someone in your practice a client relationship captain — someone who will take ownership of deepening client relationships and who will inspire your team to work together to truly "wow" your clients.

This is the second time in recent weeks that the firm has poached talent from the wirehouse.

Western states dominated the top five slots on the list.

Clients may consider changing their business structure under the new law.