Industries

Amid a “rapidly increasing” number of ESG-aware clients, planners say the sector must clean up its act to survive.

Why do advisors focus so heavily on planning for a lifestyle change that may never happen?

While they don't need a child to claim the earned income tax credit, the benefit's value increases based on the number of kids clients have.

Stock plunges can hurt more than some clients may know, due to their asymmetrical relationship with gains.

A once-popular loan used to finance home renovations and college tuition is slowly dying, slashing a lucrative source of revenue for the nation’s largest banks.

Without the marital deduction, a certain category of married clients will have challenges inheriting property outright.

Closed-end funds can allow all clients — not just HNW ones — to invest in alternatives

Funds of funds, pensions, consultants, family offices and endowments have pulled $16.4 billion from generalist long-short equity funds this year.

Certain locations can help clients maintain their lifestyles — or even improve them.

Although the average rent in some cities sits well under the thousand-dollar mark, in others, figures above $4,000 are standard.