The wealthy are looking outward, but there are still disconnects, often generational, between intention and action.

More like soccer or basketball?

It's not for everyone, which is why it's the advisor's job to determine whether SBLs are appropriate.

Betterment adds portfolios from Goldman Sachs and BlackRock, a Schwab study shows how much millennials love ETFs and a Connecticut union created a TV commercial targeting the high net worth.

The lack of a clear successor shouldn’t prevent companies from engaging in succession planning.

What’s best for the country? What’s fair? And will either matter when Congress takes up tax reform this fall?

With investors moving out of fixed income and hedge funds, “those dollars have flowed into private equity, operating companies and cash flow producing assets such real estate.”

The top 0.01 percent isn't paying a big chunk of its tax bill

How to handle HNW female clients who become "suddenly single," College for Financial Planning revises the CRPS designation for the fiduciary rule, and Associate acquires Whitnell.