Financial planning

"The numbers are all in a positive direction" as advisers shrug off threats to growth.

Nearly $500 billion of funds held by millennials is up for grabs.

Wealthy clients are demanding more services and help planning their lives, the regional firm says.

You’ve proven your value to clients for years. Isn’t it time to give yourself a raise?

It’s tremendously rewarding to help people make smart decisions about their wealth.

The right strategies can make all the difference for advisers.

Investing in property is fraught with risk, but advisers can help clients navigate a complicated and challenging market. Here’s how a few planners have done it.

A long-running argument might yield a different conclusion depending on whether you are using S&P, Morningstar or Russell to provide your benchmark.

New research suggests we’re hardwired to crave substantial liquid reserves, but advisers can blunt it — if not outright quench it.

New firm FallLine Securities caters exclusively to advisers serving ultrawealthy clients.

Health savings accounts are not only for funding immediate medical needs. They offer three distinct tax benefits that make them a powerful form of retirement savings.

Overall, the nation's wealthy are expected to add to their growing fortunes in the years ahead.

Although revenue fell for the FP50, most firms upped their AUM.

Several new funds from the manager are aimed at providing approaches that have seen years of institutional success.

The promotion comes as wealth management firms accelerate efforts to roll out digital advice platforms.

The restructuring of the business following the May 2011 acquisition of Wilmington Trust is largely over, enabling it to grow.

These firms reported the highest share of accounts topping $100,000.

While the markets soar, the high-net-worth crowd looks to Washington and is not pleased with what it sees.

See which independent broker-dealers outpaced their peers at the top line.

For ultrawealthy clients who own property, an adviser's starting point should be an irrevocable trust. But you can't stop there.