Wealth management

A solid sixth man for the Milwaukee Bucks built his family's wealth after his playing days. Here's what financial advisors and investors can learn from his example.

Default assumptions based on nonexistent children can lead to overaccumulation and unnecessarily delayed retirement.

The move comes amid UBS executives' acknowledgement that they're trying to strike a balance between keeping advisors happy and improving the profit margin for their U.S. wealth business.

SyntheticFi co-founder Joseph Wang says his firm's investment and trading technology makes an options strategy long embraced by hedge funds more accessible to advisors and their clients.

Amid UBS advisor exits, 25-year veteran joins Morgan Stanley

Given recent renewed interest in the medium, top enthusiasts' collections can be worth six figures. But quality generally beats quantity, and it pays to be informed about which rare pressings are most sought-after.

Donor-advised funds should be temporary vessels, not permanent endowments. Here's how financial advisors can keep them from becoming philanthropic dead ends.

Rich Guerrini said the bank plans to expand its advisor ranks by about 50% as it targets mass affluent and other new clients with personalized branch-based service.

Having potential spouses on the same page regarding money before taking their vows can help stave off hurt feelings later.

Contrasting his firm with private equity-backed consolidators, Paul Shoukry said Raymond James has the luxury of recruiting advisors who will stay for the long haul.

Uncomfortable money questions can become routine when advisors help client couples foster regular, open communication.

The "sticker shock" of tax rates and IRS reporting rules may place the recent record highs and falls in a different context for investors, one expert says.

Jed Finn says human advisors will remain necessary even as Morgan Stanley develops AI-driven "super agents." Speaking at the same conference, the Wells Fargo CFO emphasized cross-selling.

The tech can be smart and speedy, but also tone deaf when it comes to picking up the nuance of client conversations.

Financial advisors say they are increasing client portfolio allocations to international stocks in the latest Financial Planning survey.

Wealthy parents fear their kids will squander their inheritances. Financial planner Mary Clements Evans solved for that while cementing her firm's future.

With clients expecting more from their estate planning, financial advisors are becoming the go-to source for a plurality of investors, a new survey shows.

Financial Planning announces its 2026 class of the top 40 most productive employee brokers under age 40 at regional U.S. firms.

Financial Planning announces its 2026 class of the top 40 most productive employee wealth management brokers under the age of 40.

The industry often struggles to help prospective professionals find their place, a challenge experts say is a crucial competitive priority for the future.