Financial planning

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.

Either a Clinton or Trump presidency could potentially bring changes in estate tax laws, so start preparing now.

Pathstone Federal Street-Convergent combo forms a new $10B UHNW powerhouse.

Planners need to understand the needs and goals of athletes, and parlay those insights into a plan.

The firm was "cut out" from an entire class of advisers, says CEO Alexandra Lebenthal.

Assets under advisement were said to be $13 billion. The AUM was much less.

No adviser alone can be an expert for all clients' needs. Here’s how to build a network of fellow professionals, influencers and experts.

In the near future, an adviser's role will partly be providing help desk support to clients, says Uday Singh, a partner with A.T. Kearney, at SourceMedia's In|Vest conference.