Portfolio

Crafting stable long-term financial plans for self-employed workers with unstable incomes poses unique challenges for clients and their advisors.

The hiring comes roughly a month after Ida Liu resigned and the firm embarked on a regional restructuring.

Financial advisors and other industry professionals will be integral in boosting those generations' nest eggs by double digits through a Secure 2.0 provision.

Citi CEO Fraser announces the end of the diversity, equity and inclusion initiatives it had started a mere three years before.

An expert from CFP Board shares why women often experience setbacks in saving, and how younger generations can break this trend.

The Great Wealth Transfer is on the horizon, but most advisors say they have only limited interactions with the children of clients.

The Immersion conference seeks to boost the number of planners using alternatives to the traditional AUM fees one advisory practice — and attendee — at a time.

The best charitable-giving strategy for a client depends on several factors, including the amount in the fund and how involved the client wants to be.

From saving to fund allocation to risk management, practitioners of Islamic finance integrate ethical considerations into all aspects of the planning process.

Last year set a record for mergers and acquisitions among advisory firms. Industry experts expect more of the same in 2025, driven by a desire for client and asset growth.