Financial planning

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?

For some clients, the amount of income that would fall into the zero tax bracket will increase by 3%, a far cry from the doubling that's been ballyhooed.

The certification tells clients you have their best interests at heart. After that, is the name of the school important?

Russia, Brazil, and Canada saw big jumps in their populations of high-net-worth investors last year.

The findings come as asset management firms are threatened by digital tools.

The president looks to fulfill a key promise from his campaign.

Are you taking full advantage of the tools at your disposal? Advisors share insights about approaches.

Clients may hold employer stock in their retirement accounts. It pays to know when and how to take distributions from it, Michael Kitces writes.

Clients in their 30s offer long-term value and are cheap to acquire. But they can be time consuming, interacting almost 15 times a year on average with their advisors.

Advisors are in trouble if they neglect a client’s health needs.

Details matter, explains an expert, like where their boat is docked.

The aggregator has been buying aggressively since an infusion of private equity cash in April.

With bonuses, which can account for half of total pay, the average pay for a North American family office CEO totaled $631,000.

Ensuring that a client's windfall today lasts longer than just tomorrow takes more than financial acumen, experts say.