Financial planning

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.

The new offering would enable the firm to serve "more than their traditional wealth management needs," an executive said.

The robo advice firm says it already has a number of customers with more than $10 million each.

Most fortunes disappear by the time grandchildren have taken control.

The partnership marks the second since two private equity firms infused the aggregator with capital.

Without diversifying cash flows across four key categories, retirees might be taking on too much risk, Michael Kitces writes.

Gains could fall to 5.3% from 9.3% historically “unless portfolios are repositioned for the environment we think that we are entering,” according to a new KKR report.

Firms must recruit the right players to serve their clients, says CEG Worldwide’s Jonathan Powell.