Financial planning

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.

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.