Many subjects that serve as substantial planning motivators aren’t found on client questionnaires and are frequently absent from planning discussions.

As seniors increasingly outnumber people still in the workforce, pressures rise on investment pools, medical systems and funds to build economies for future generations.

Clients are comfortable investing in developing nations after 2016’s strong performance for stocks and bonds and as money continues to flow in this year.

Informa Financial Intelligence economist David Ader on how an aging population may stifle future economic growth.

When it comes to financial education, it pays to start early, and advisors should play a meaningful role in ensuring that what’s taught is actually effective.

A giving strategy is needed for donor-advised funds.

2016 was a typical year in that, unsurprisingly, families continued to fight over estates.