Control and certainty about asset transfers to family members, charities and others make a trust an attractive option for family businesses.» Read More
The years just before leaving work are critical in ensuring a secure retirement, so avoid these missteps many 50- and 60-somethings make.
New fee-only advisors will find higher costs and more competition, but industry pioneers share tips on succeeding in this growing business.
The competitiveness of your local economy and quality of its real estate market impact your wealth and your investment portfolio.
A succession plan is vital to all, whether it's the firm's founder, the employees or the clients who have placed their trust with the firm.
Millionaire musician Sting isn't going to leave his kids a dime, prompting many to wonder whether to bequeath money to their own offspring.
Top wealth management firms don't see robo-advisors as immediate threats but say they could eventually have a major impact on the market.
Savvy investors need to question which assets should be held in their retirement account and which ones should not.
Many small-business owners avoid succession planning but it helps ensure long-term viability and address inheritance and management issues.
It's key to figure out how to have your home paid for by the time you retire—and to do what’s necessary to make that happen.
We know the steps to take to improve our finances, yet we are a nation that remains financially unprepared and illiterate.
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.
Investors gravitate toward RIAs, who have shifted wealth management from sales to planning and from product commissions to fiduciary fees.
Just under a third of financial advisors have succession plans, and the savviest offer young successors hands-on, on-site training.
Despite being well educated, earning more money and controlling more wealth, many women fail to adequately plan and save for retirement.
Investors need to understand that the higher-interest-rate territory can be treacherous and calls for some careful financial planning.
Intense compounding of leverage-fueled return rates on "safe" hard assets led many Gen Xers into part-time landlord gigs that then failed.
Divorce negotiations can quickly turn sour without sound legal and financial advice regarding the splitting or liquidation of assets.
Half of Gen Xers and a third of baby boomers support kids and elderly parents, putting their own budgets and retirement plans in peril.
When a company's top dog is famous, succession planning can be tricky. A look at 5 corporate icons who were, or will be, hard to replace.
On the surface, robo-advisors look like a disruptive force. But in time we may consider them an evolution of the traditional advice model.
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From main street to the C-suite, this global survey examines the role of corporations in society and the economy.
In-depth coverage on Alibaba's IPO, including roadshow coverage, expert analysis, and Alibaba's stock price.
With more than 1,600 ETFs now on the market, learn more about how advisors and investors are profiting from the ETF boom.
Control and certainty about asset transfers make trusts an attractive option for family businesses.
Naming the wrong people on the beneficiary form or failing to update financial documents can create a real mess for your heirs.
Use of a psychologist can help business owners better align employee actions and attitudes with company operations.