Financial planning

IRALOGIX looked at retirement preparedness across five key areas, finding that Americans were struggling with nearly all of them.

Investment management alone is insufficient for many firms, who view at least some level of financial planning to be essential.

A partnership between Citigroup and Silverfern to serve exclusive private equity deals to ultrarich clients collapsed after years of tension and litigation.

High net worth individuals tend to think they can manage investing on their own. Researchers say that's an opportunity for financial advisors.

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

In the year ahead, private equity, exchange traded funds and tax-loss harvesting promise to be top priorities for advisors leading the pack.

A new survey from Prudential predicts how the new generation's future will look, and what kinds of financial challenges this will create.

Ultrahigh net worth families often use extended networks of professionals and advisors — which is precisely what makes their financial data uniquely vulnerable.

Almost half of women say they will outlive their retirement savings, compared to 38% of men.

Cash flow, tax bracket and timing of distributions will determine whether pretax or post-tax treatment of retirement savings makes more sense.