Financial planning

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.

Demand is growing for the certified private wealth advisor credential, which has been around for 15 years and helps advisors cater to high net worth clients.

Competition for the business of family offices is heating up. From fine art to compliance, here's what some of their needs look like today.

Join us for a lunchtime talk with Maria Elena "Mel" Lagomasino, CEO and Managing Partner of WE Family Offices, about leadership in the growing family office world and what it means for financial advisors.

From fielding self-harm threats to handling family estate feuds, here's how an advisor can productively intervene with ultrawealthy families.

The event's theme this year was "creating a culture of accountability," and speakers aimed to help Black consumers access generational wealth.

From addiction counselors to fund managers who can schedule roof repairs, today's family offices need more services than ever before. Here's what advisors should know about working with them.