Financial planning

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.

Borrowing against the value of one’s 401(k) is a great way to ride out a low-yield environment, right? Think again.

The acquisition gives Tiedemann $11 billion in AUM, impact investing expertise and a presence in the Northwest.

The addition comes on the heels of RBC luring over a former HighTower executive to serve as its new head of recruiting.

The strategy delivers good returns while addressing clients’ fears, if executed properly.

Advisors are responding to growing interest from clients to track and even trade the digital coins.

The change could alleviate firms’ recruiting worries that they must pay trainees to spend the first few months studying.

Stock Protection Funds could mitigate single-stock risk, but are they worth the fees?