Financial planning

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.

Planners may be called on to invest assets within a client’s trust, but the ability to do so can vary greatly. What's more, the election outcome could eliminate some trusts altogether.

Find out where our annual list of financial planning degree programs at colleges and universities fall on the map.

See which independent broker-dealers have the most high-end reps, plus dive into the average production for the top 10.

The goal is to make clients appreciate the value of services being offered.

New research shows which vendors advisers prefer — and why.

Two advisers left Lebenthal Wealth Advisors to start their own practice approximately two years after they joined the firm.