Financial planning

Nearly half of U.S. clients would switch to tech giants for advisory services, according to a new study.

The RIA aggregator added its 43rd partner.

Exclusive: Advice Period, the newest RIA platform model, offers star power and IBD qualities. Is it enough?

The new exec will advise wealthy individuals and families on tax and estate planning, investing, private banking, financial reporting and fiduciary services.

Here's how clients can get around income limits and continue making contributions. Plus, tips for updating a client's financial plan now and dramatically increasing wealth after the IRS gets paid.

Here are the moves advisers can make to serve larger, wealthier and more-profitable clients.

CEO Rob Francais wants advisers to envision $1 trillion in AUM.

Strategies and data to remember from fellow advisers and industry analysts.

Everyone wants online wealth tools, not just millennials.

The model for financial advice "is primed and ready for change," says Cetera CEO Robert Moore.

High-net-worth clients can be baffled by a number of trust vehicles that minimize the tax liability on IRAs. Here’s how advisers can guide them.

Advisers are already prepping clients for sweeping changes coming under President-elect Trump's administration next year.

A unique structure that allows a client some income tax benefits, while also excluding trust assets from an estate.

Why advisers shouldn't leave this aspect of planning on the back burner.

You may know more than you think. Here's a great way to test yourself.

A $650M firm serving HNW clients wanted help "navigating regulatory change."

Confusion among affluent taxpayers could lead to new ways to help clients.