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FINANCIAL PLANNING/WEALTH MANAGEMENT

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Getting To The 'Why' Before Choosing A College

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An author says parents should step back and allow their kids to make their own decisions after high school.

Vanguard: Nearly Half Of The Value Of Financial Advice Is Emotional

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The fund giant estimates that only 55% of the value delivered by advisors comes from the functional aspects of planning.

U.S. Banks More Profitable Than Ever, But Wall Street Pay Is Slipping

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Pay cuts have been most dramatic at small firms that focus on investment banking, securities trading and wealth management.

The Biggest Tax Mistakes Wealthy Clients Make

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Tax reform has increased the chances wealthy clients will make mistakes.

Taxes, Uncertainty Vex The World's Wealthy Investors

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Wealthy investors also found a desire to de-risk their investments in the coming years.

FPA Of Georgia To Be Honored For Pro Bono Work

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The first Power of Financial Planning Award will be given at the annual FPA conference in Minneapolis.

Trump To Revisit Capital Gains Tax Cut In White House Meeting

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Trump has said he could allow indexing of capital gains without congressional approval.

College-Scam Parents Must Do Time, U.S. Says

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The Justice Department's announcement means actresses Felicity Huffman and Lori Loughlin will be incarcerated.

USC Emails Show Brazen Pay-to-Play Policy, Indicted Parent Says

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Evidence mounts that "pay to play" may be customary at U.S. colleges and universities.

Tiedemann Advisors Co-Founds Zurich Wealth Management Firm

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Tiedemann Constantia will be headed by a former Credit Suisse private banking team.

Wealthy Clients Should Beware The Millionaires’ Tax

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Coastal states are implementing new, higher taxes on the wealthy.

College Students In These States Have The Highest Loan Debt

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Geography plays a more important role in student loan debt than the overall cost of the school.

Warren Says Wealth Tax Plan Isn't A Cranky Idea

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Warren continues to agitate in favor of penalizing wealth with taxation while Biden maintains his lead.

30% Of Clients Say They Hide Spending Habits From Advisors

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About 63% of Americans have never sought out help from an advisor, according to an eMoney survey.

What If Everyone Applied To College?

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The college application process has become costly and complicated for many American families.

Clients Often Follow 'Money Scripts' They Learn As Children

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Financial advisors need to uncover their clients' "scripted" thinking for their work to do any good, this advisor says.

How To Use Market Volatility To Cut Clients' Tax Bills

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Tax-loss harvesting is one of the ways advisors can strategically use volatility.

Teachers Among Biggest Student Loan Borrowers, Survey Says

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The debt burden of the nation's teachers is the subject of a recently filed federal lawsuit.

Trump Says He's Not Planning 'Elitist' Capital Gains Tax Break

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Trump denied that he's planning to reduce capital gains taxes through an indexing maneuver.

Trump's Tax Cut Could Work For Democrats, Too

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A reduction in payroll taxes would help working Americans but it stands a chance only if it’s temporary.

[1]  81 82 83 84 85 86 87 88   [90]