Wealth management

The pooled private investment funds diversify instantly while deferring capital gains taxes indefinitely.

Software to help advisors better communicate should be more than an afterthought for firms who want to grow organically, industry leaders said at T3.

President Trump and his Republican allies in Congress aim to extend the expiring provisions of the Tax Cuts and Jobs Act. But they'll need to fill in a lot of details first.

The near-blunder occurred in the same month that another part of the bank accidentally credited $81 trillion to a different client.

For wealthy and ultrahigh net worth clients, the advantages often prove very attractive. But the policies carry some sophisticated planning challenges and a high cost.

A group of nine claimants said they lost millions after the UBS broker Andrew Burish recommended they place bets that Tesla shares would decline in value.

Craig Robson, founding principal and managing director of Regent Peak Wealth Advisors in Atlanta, is a Certified Divorce Financial Analyst committed to helping clients through this difficult life transition.

With some alarm bells sounding on market risks in 2025, advisors are focusing on client reassurances and strategic planning.

Also this week, Cetera closes on its purchase of Concourse Financial Group, and Raymond James appoints a head of AI.

A recent Advisor360° survey showed that the vast majority of respondents enjoyed immediate benefits from using generative AI tools.

Across the last five years of Financial Planning's 40 under 40 list, a few key insights have emerged about where the industry is at — and where it's headed.

RBC's firmwide net income skyrockets despite rising costs, even as its advisor headcount holds steady.

Wells Fargo joins Bank of America, Citi and Charles Schwab in stepping away from its DEI policies.

Crafting stable long-term financial plans for self-employed workers with unstable incomes poses unique challenges for clients and their advisors.

The hiring comes roughly a month after Ida Liu resigned and the firm embarked on a regional restructuring.

Citi CEO Fraser announces the end of the diversity, equity and inclusion initiatives it had started a mere three years before.

An expert from CFP Board shares why women often experience setbacks in saving, and how younger generations can break this trend.

The Great Wealth Transfer is on the horizon, but most advisors say they have only limited interactions with the children of clients.

The best charitable-giving strategy for a client depends on several factors, including the amount in the fund and how involved the client wants to be.

From saving to fund allocation to risk management, practitioners of Islamic finance integrate ethical considerations into all aspects of the planning process.