Financial planning

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.

An estate-planning process that asks about contaminated property can save heirs from unpleasant surprises.

To build loyalty with the next generation, key steps include hiring younger advisers.

These firms reported the highest share of accounts topping $100,000.

The strategy raises tricky tax reporting and regulatory questions.

"I expect a seismic change as product manufacturers will have to adapt to the new rule," says NextCapital's Rob Forreger.

Blockbuster industry deals and unforeseen shifts in client attitudes are altering future forecasts for digital advice.

Gen Y clients want advisers to build portfolios with both social and financial returns, according to two recent studies.