Financial planning

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.

The next generation "is the economy," a top TD Ameritrade exec says at the annual IMCA conference.

Less than two weeks after KKR and Stone Point Capital announced they were buying a majority stake in the RIA aggregator, a new Silicon Valley firm joins as a partner.

As products and advice change, there’s one clear winner.

We must control our own bad behavior before we can become coaches for our clients, says contributor Allan Roth.

Don’t let them do a deal before you bring up these important topics.

His son and longtime friends challenged his disciples at the FPA Retreat to carry on the legacy.

Wealthfront is the first of the tech-powered financial advisers to offer securities-based lending. It will compete with the likes of Wells Fargo and Morgan Stanley.

With over $700M in AUM, Next Capital Management is the firm's biggest addition this year.

Bequests, endowments and other gifts demand expertise beyond traditional tax and estate help.

How can banks prevent customers from leaving once those customers become wealthy? Editor Lee Conrad talks with consultant Scott Stathis to find out.

The accounting method can deliver attractive savings, along with protecting nature or farmland.

It’s time to consider payment schemes that are more transparent and better aligned between who pays the cost — and who enjoys the benefits.

New research has found that funds with a high percentage of assets in ETFs underperform funds that hold stocks.