Wealth Planning

During the past 10 years, worldwide capital markets have undergone structural transformations that have fundamentally changed the manner in which exchanges, brokers, dealers and investors conduct transactions in publicly traded securities. New...

College savings plans are useful, but other moves might be more important or effective.

Your clients can strike gold by seeking aid from the country's private colleges directly. Some dole out merit awards worth up to half of tuition.

As Americans continue to struggle with finances, a consortium of financial planners will sharply broaden an annual outreach next month to consumers looking for free professional advice. The second annual Financial Planning Days, as the program is...

The Internet is freewheeling “ether,” where, it seems, anyone can say anything about anyone or anything. Wealth managers are becoming increasingly concerned about how to effectively manage their valuable, but vulnerable, reputations. They are even...