Financial Planning

Raising fees while maintaining a loyal client base can be a tricky but necessary exercise for wealth advisors. But advisors...

Name a portfolio risk that rarely shows up on a client's quarterly review and never on a performance statement, but...

For wealthy clients, Social Security isn't likely a necessary part of their retirement income. But they didn't get where they...

With so much focus on the "magnificent seven" technology stocks, passive funds, ETFs and private markets, some investors may be...

Tax-loss harvesting can be an effective way to reduce investment income in a taxable portfolio, by selling positions at a...

Chris Keller of Fifth Third Bank's National Private Bank knew he had earned a lot of trust when a client...

Mutual funds offer several benefits to investors, including diversification, professional management, and the potential for steady wealth creation over time....

Registered investment advisory firm aggregators are growing fast. But they face significant risks from debt, post-M&A integration, and financial advisor...

The Treasury Department offered a preview of upcoming guidance on a new federal scholarship tax credit that was included as...

Starting an independent RIA firm as a financial advisor is a difficult undertaking — one that's rife with surprises for...