Wealth management

New IRS rules that allow a surviving spouse more time to file for an estate tax benefit and higher audit rates for wealthy individuals are just two developments for advisors to note.

Sisters Jewel Waller Davis, Joyce Waller Baden and Betty Waller Gray reflect on the financial lessons of their family's 120-year-old business and proud history.

As thousands of advisors prepare to join the Schwab family later this year, officials want to remind them exactly what they stand for.

A group that's been historically blocked from growing generational wealth is ready to engage. Is the wealth management industry prepared?

The Swiss wirehouse struck twice at rival Merrill Lynch, poaching both an ultrahigh net worth team managing $1.3 billion and a high net worth team with $340 million of AUM.

The challenges of studying for three notably difficult tests can pay off for financial planners — especially in today's competitive environment.

Orion leaders are throwing their technology and financial support behind the Foundation for Financial Planning as the nonprofit pursues an ambitious New Year's resolution

Higher earners are also struggling, a new study shows.

The certifying group says a change in its tax-exempt status will let it communicate to the public everything financial planning, from advisor salaries to the profession's accommodating hours.

Chelsea Ransom-Cooper, a managing partner and director of financial planning at Zenith Wealth Partners, spoke with FP about what the big firms are getting right — and what's missing from their DEI strategies.

JPMorgan Chase alleges in a lawsuit that the college-planning website Frank provided misleading information before the bank bought it. Experts say there were plenty of red flags from the beginning.

The multidimensional artist brought a new kind of style to the traditional conference, and he wants to see generational wealth in the country remixed in a similar fashion.

The large brokerage reported record results for its wealth management business as it waits to bring several more financial advisors on board.

FP Alpha CEO Andrew Altfest and T3 Founder Joel Bruckenstein explain how AI is being leveraged by tech-savvy advisors, and where it may go next.

The bequests can actually result in a bigger tax burden for heirs, which is why such transfers may not be the best way to protect wealth.

Many Americans are reducing their long-term savings in order to pay daily bills. Advisors say there's a way to do both at once.

A Nationwide survey suggests that a hefty chunk of America plans on working longer.

A new report from Broadridge Financial Solutions also indicates enthusiasm for AI is high, but buy-in on the metaverse remains low.

Even if advisors get a disclosure removed from their records, the damage done online can be difficult to manage.

Hundreds of thousands of Americans moved to a new state last year as they began their retirement. Here's where they went — and why.