In light of new rules, executors and estate tax preparers will have to be more cautious

Make the call. Financial Engines announced Wednesday that 401(k) plan participants can now call a Financial Engines advisor for no additional charge, regardless of whether or not they use the company’s investment advisory services. Similar...

A good starting point

Saving for college is at an all-time high, but parents are the ones planning to pay for a large portion of their children’s higher education costs. About 69 percent of families are saving for college, up from the 64 percent of those who report...

We're color blind. | Copyright Neilson Barnard, Getty Images Recent court papers allege that Flynn Family Office, a Manhattan-based financial firm with a number of celebrity clients, fostered an environment of racism and sexism, according ...

NextCapital is making retirement planning the focus of its enterprise digital advice software with a major upgrade to its 401(k) platform. With new portfolio tracking and account aggregation features, NextCapital's 401(k) Digital Advice Platfo...

It’s a great choice, but you can’t always get what you want 

Costs rose 7 percent among family offices globally from the year prior, even as they saw a 2.4 percentage point drop in the returns on an average portfolio, according to a new report. A great deal of the total cost increase among global family...

If you strip away all of the murder, plotting, betrayal and mental illness, you reach a core of estate planning issues that are shockingly common in the real world