FINANCIAL PLANNING/WEALTH MANAGEMENT

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Trump's Tax Reform Has Some Taxpayers Suffering From Sticker Shock

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Fewer allowable deductions means that some tax filers are getting hit with surprise tax bills.

Debunking 10 Common Misconceptions About Retirement

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Advisors need to know how to dispel these mistaken beliefs their clients may have about retirement.

Wealthy Investors Need Skilled And Savvy Advisors

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The CFA Institute report found that traditional assets remain the bedrock for HNW investors.

Transformative Trips Are The New Midlife Crisis Splurge

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Malaise? Stress? Family strife? A luxury vacation may be the miracle cure you're looking for.

How To Use Muni Bonds For Tax-Loss Harvesting

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Municipal bonds can provide ammunition for offsetting capital gains liabilities, especially for wealthy clients.

Baby Boomers More Prepared For Dying Than Living

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Boomers are ignoring their long-term care needs, but they're champs when it comes to estate planning, a survey says.

NYC Real Estate Brokers Call Pied-A-Terre Tax 'Class Warfare' On Rich

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The proposed tax would apply to properties above $5 million owned by non-residents.

Shrinking Tax Refunds Cast A Shadow On Trump's Signature Law

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Fewer people are getting refunds this year and that’s causing angst for Republicans.

Envestnet To Buy PIEtech, Developers Of MoneyGuidePro, For $500 Million

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The purchase positions Envestnet as a leader in financial planning software.

Putting Fido In The Will Not Just For Super-Rich

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More clients are including beloved pets into estate plans to ensure they're cared for.

For Mastermind Of College Entrance Scam, Fat Fees Weren’t Enough

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At the center of the college admissions scandal is a cautionary tale of greed, ambition and hubris.

The U.S. Now Has More Millionaires Than Sweden Has People

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More than 10.2 million households had a net worth of $1 million to $5 million.

UBS Promotes Advisors To Challenge BofA, Morgan Stanley For Rich U.S. Clients

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UBS is the world’s biggest wealth manager, but its American wealth operations are smaller than rivals.

‘Financial Advisors’ Will Soon Be Obsolete

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Advisors need to substantially expand what they do for their clients in the future. Some already are.

Former Merrill Lynch Manager: 7 Strategies To Grow Your Practice

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The author of this book incorporates the suggestions of more than a hundred FAs into seven strategies for growth.

A Fund Family For Risk Mitigation

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m+ funds has launched a suite of funds, some focused on downside protection.

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