Financial planning

There are plenty of planning terms out there. Click through to study up on a few you may not know.

Property can be a savvy investment — and offer significant advantages. But advisers have to know where to look.

Two planners spell out the common psychological biases that prevent clients from maximizing their benefits.

Technology is getting better at replicating the work of human planners, warns Hedgeable CEO Mike Kane.

The great wealth transfer might be here, but the top 1% of the 1% are in jeopardy.

Aging billionaires are expected to transfer approximately $2.1 trillion to their heirs over the next 20 years, according to a new study by UBS and PwC.

The wirehouse's latest hire will help ultrawealthy clients with estate planning and other services.

This unit is a critical gatekeeper and value-add for your clients, particularly high-net-worth ones.

The executive will oversee the delivery of advice and services for many of the firm's most prominent client families.

The IRS equivalent of a SWAT team gives examinations that are "the audits from hell that your grandfather warned you about," an attorney says.

Donald Trump defends paying no federal income taxes on some of his returns from decades ago.

Experts say planners ignore offering counsel beyond numbers and investments at their own peril.

Only 18% of Asian-Americans work with financial professionals, and there is room for growth, a study says.

Planners can build a long-term relationship, but only if they know what to focus on.

A review of the candidates’ proposals leaves Wilmington Trust execs pessimistic.

The Treasury will soon crack down on valuation discounts. Here’s what it means for your ultrahigh-net-worth clients.

The M&A powerhouse targets New England to broaden its footprint.

Political discussions can be a kind of third rail, but planners can — and should — undercut the worry.

Sure, these trusts are intended to shelter a beneficiary, but a non-grantor one presents numerous tax-liability issues.

Low-cost, online managed accounts may become table stakes for wealth management firms.