Philanthropy is a way for high-net-worth families to not only get tax deductions but to foster communication and engage the next generation.» Read More
While many advisors see small businesses as a desirable demographic to position themselves, these clients can present unique challenges.
When families get into conflict, their businesses can quickly fall apart. Financial advisors specializing in family businesses can help.
Control and certainty about asset transfers to family members, charities and others make a trust an attractive option for family businesses.
Use of a psychologist and a financial advisor can help business owners better align employee actions and attitudes with company operations.
Higher tax burdens have many wealthier-than-ever Americans taking a greater interest in charitable-giving vehicles that offer tax relief.
Family business owners with complex familial and financial concerns can vet potential advisors by asking the right questions.
Given that a small percent of family businesses survive two generations, it's imperative owners train their heirs in financial literacy early on.
Choosing the right advisor is key for business owners. A misstep can mean the difference between reaching financial goals and falling short.
Only 30 percent of family businesses successfully pass to the next generation, but financial advisors can help owners turn the odds around.
After a failed run for political office broke the bank, a middle-aged couple turns to an advisor to help them get back on track.
Consumers who use a financial advisor as their intermediary can avoid the most common estate-planning and last will and testament errors.
It's critical not to squander year-end bonus money; instead, allocate it wisely to meet short- and long-term goals.
Is the increase in market volatility a prelude to a bigger fall? If so, how can investors protect themselves?
Finra's latest sanctions include fines against an Atlanta firm for soliciting business using a do-not-call list.
Unlock the keys to building a successful long-term financial plan: manage your money, grow your money, and protect it.
Is an active twist on passive investing the right portfolio move? An inside look at the rise of ETF strategists.
An in-the-trenches look at portfolio options, deconstructing them and finding the best fit for client retirement plans.