Financial planning

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.

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.