Financial planning

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.

The firms dominate the space, but they face headwinds in a changing industry, Cerulli says.

Become a go-to source for philanthropic clients, and your practice could grow.

New solutions offer plenty of features but lack focus.

Health care costs are on the rise and Social Security's cost-of-living adjustment isn't enough to keep up with the rising medical costs.

More than $2 trillion of billionaire fortunes will change hands, according to a new study by UBS and PwC.

Planners should ask if and how they ingest the drug when looking for a life insurance policy.

Planners should help clients navigate complex transactions to ensure risk is mitigated as much as possible.

Schwab’s nonprofit arm and many firms allow advisors to serve clients while helping charities.

Advisors are discovering how to spot “money disorders,” according to a Financial Planning webinar.

Five ways to build a successful charitable planning practice.

Financial planners need to embrace robo advising technology to "live long and prosper."

The launch from EventShares provides investors access to economic and policy-driven themes.

The increasingly popular tactic can save business owners hundreds of thousands of dollars in taxes.