Wealth management

The Secure Act eliminated a popular retirement planning feature. Here are strategies to help clients mitigate the tax hit.

Seeing the size and variation in average returns among a variety of asset classes offers perspective for those who are anxious.

The world’s 500 richest people have lost almost $1.3 trillion since the start of the year.

“[By extending the tax deadline], they automatically extended the deadline to make an IRA contribution last year,” an expert says.

Whether you’re in search of a roadmap, strategies — or peace of mind for your clients — these recommendations fit the bill.

Troy Erickson, a former Smith Barney manager, reunites with ex-colleagues at the fast-growing firm at a challenging moment.

The amount of financial advisors changing firms doesn’t capture the breadth of the challenge broker-dealers face to retain them, recruiter Jodie Papike says in an episode of Financial Planning’s podcast.

To hear some regulators tell it, “commission” is code for churning — but the fee-based vogue gives rise to reverse charges, writes Mark Elzweig.

Morningstar finds that active managers have left a lot to be desired.

We've had many chances to learn, from the dot-com bust to the 2008 financial crisis. But the storm is perhaps most applicable to our current situation.

Bear markets come with checklists of savvy moves to make for investment portfolios.

As a longtime proponent of flat fees, I see a lot of pain ahead for firms that rely solely on assets under management.

Senior leaders at the No. 1 IBD meet daily about the pandemic as large enterprises set their own continuity plans into motion with an eye toward ensuring operations.

Many advisors can make the switch from a traditional office to one right down the hallway — but it comes with its own set of ground rules.

Many advisors aspire to serve the coveted group without really understanding their needs, wealth management marketing entrepreneur April Rudin says in an episode of Financial Planning’s Invest Podcast.

The platform aims to "assist … in meeting demands for redemptions” as alarm over the coronavirus continues to cause strains in short-term funding markets.

An imagined conversation with the legendary Vanguard founder about the coronavirus market crash.

“We’re going to see more restructuring of deal terms,” says investment banker Steve Levitt.

It’s another action taken by wealth management firms to safeguard employees and clients from the coronavirus.

Clients are advised to keep some of their savings in cash and focus on their long-term prospects.