Tag: Wealth Management

Clients and advisers alike often overlook the possibility of divorce or losing a spouse in their financial planning, according to TD Ameritrade’s latest survey.

Many wealthy families avoid discussing money and inheritance, a survey finds.

Americans who support an aging parent or an adult child give an average of $12,000 a year to their family members.

However, only 26% of Americans surveyed report they work with an adviser.

Retired and non-retired investors equally confident, a Wells Fargo/Gallup survey finds.

Financial fraud and abuse targeting older Americans is on the rise, a new report suggests, and the top sources of fraud might surprise you.

Wealthy families fear big windfalls might do more harm than good for the next generation, according to a survey of high-net-worth parents.

Most Americans are anxious about their finances and aspire to be more financially responsible, a survey finds.

Advisers can work with Boomers on plans to protect the surviving spouse

Americans fear that health care costs, inconsistent returns and lifestyle expenses will drain their savings.

Twenty-five percent of young women who responded to a recent Prudential survey felt they were “not in the right stage of life” to work with a professional financial...

Financial advisers are not adequately preparing to deliver advanced digital capabilities to meet the expectations of younger generations of investors, according to Aite Group research.

An updated Allianz LoveFamilyMoney Study finds women are discussing money more openly than in the past, but they still have unequal influence on family finances compared with men.

A recent Legg Mason survey finds affluent U.S. investors predict their average net retirement expenses could top $2.5 million without significant lifestyle changes.

Content in the myStockOptions.com Tax Center provides insights into the prevention of tax return mistakes for equity compensation plans.

Employer financial wellness programs may include education about budgeting and paying down debt, but they should also help employees protect themselves against some key financial risks.

Individuals should consider the expense and usage of nonrecurring health care services, which increases with age, when planning for retirement.

Independent advisory firm RMR Wealth Builders appointed Stuart Simchowitz to develop the firm's 401(k) and retirement plans business.

Cetera Financial Group introduced the Advanced Planning Group, a specialist support team equipping the firm's top advisers with advanced legal, tax, accounting and insurance resources.