The richest individuals face the unique challenge of trying to make their money last for generations. What they are teaching their children may help your own family. » Read More
Advisors are starting to specialize in niche markets and look to less-wealthy clients as competition for high-net-worth customers increases.
Invest new earnings in high-risk, high-growth stocks, but regular reallocation of existing savings to a mix of asset classes makes sense.
Investors need to ask advisors about their succession plan and how it impacts them in the event of unforeseen circumstances.
Parents of special needs kids should draft trusts and select caregivers and beneficiaries carefully, with expert help.
Creating a succession plan is not only good for your business, it's good for your clients.
Of the 150 largest U.S. cities WalletHub ranked, here are the 5 best—and 5 worst—places for a college grad to move in search of a career.
Whether bestowing assets now or leaving them to heirs, trusts with well-planned terms ensure money isn't lost or wasted by beneficiaries.
Technology will have a major impact on advisor firms as they look to leverage solutions to provide better experiences for clients.
Potential mistakes threatening successful retirements are many and fall into psychological and financial categories, say financial advisors.
Military families need to be extra smart when it comes to financial planning, such as securing benefits long before departing the service.
The "golden years" could be pretty rocky for one in four Americans, and roughly a third of young "Millennials", if they don't sock away some cash.
With many boomers facing retirement-saving shortfalls, the time to sell beloved collectibles may be right now, while the markets are hot.
Between student-loan debt and coming of age during the financial crisis, millennials have a big problem with their retirement planning.
Government statistics project 70 percent of Americans over age 65 will eventually need long-term care, but most people aren't prepared.
Robo-advisor firms are positioning themselves to cater to underserved investors who do not meet traditional wealth-management minimums.
The financial advice industry faces shortages, but colleges are launching degree programs in financial planning to fill the training gap.
Age-based investing has become an efficient concept to sell investments, but it's also full of myths that fall short of meeting true investor needs.
From social networking profiles to online bank accounts, it is essential to plan what will happen to your virtual life once you are gone.
Married same-sex couples are recognized by the federal government and some states, but couples still must watch for pitfalls.
Whether you win a lottery or get picked in the NFL draft, careful planning is required to avoid going bankrupt, as do most suddenly rich.
These lessons from the ultra wealthy can help your family grow a fortune that will last for generations.
Sock away dollars on a tax-advantaged basis in your health savings account. Here's how.
Don't lose sight of skills that set true financial planners apart from professionals who lack the expertise.