Financial planning

Don’t try to be a jack-of-all-trades. Instead, view advising as a team sport and build a powerhouse lineup of pros, John J. Bowen Jr. says.

“It would almost be irresponsible if you weren’t thinking about moving,” says Bruce McGuire, founder of the Connecticut Hedge Fund Association.

In addition to investment strategies, there's another lever advisors can pull for better outcomes.

It’s the Roth’s 20th birthday. Where is everyone?

The bank lured two professionals who will work with high-net-worth clients with at least $3 million in investable assets.

There will still be several different methods to have the fee waived.

“Your risk of being audited goes up,” says RIA powerhouse Ron Carson.

The robo advisor adds a longstanding tax strategy to its offerings.

The breach follows other developments that have made offshore planning methods less attractive.

If an acquisitive advisory firm doesn’t perform due diligence on the seller’s fee structure, headaches are guaranteed, Michael Kitces writes.

The California city has been replaced by Los Angeles.

The bank criticized the jury for "accepting to the penny" the family's legal team's invitation to award the $8 billion without doing any independent analysis.

What — if anything — should an advisor do if a client is abusing illicit substances?

The UHNW world is jolted by unwanted offshore disclosures and prominent executives are finding themselves in an uncomfortable spotlight.

The exec will lead the private banking business across 10 markets.

Who would the changes help — and hurt? Baird’s director of advanced planning weighs in.

Ben Ollendick will focus on new business development and lead a team of advisors serving clients with a net worth of more than $75 million.

Such a nominal bump may seem like the cost of doing business — but it raises hard questions about the board’s intentions and practices.

Self-directed IRAs can provide solid returns and tax protection.

For firms recruiting planners or students making a career choice, check out our annual listing of CFP Board-certified degree programs.