Business owners and their heirs may be making assumptions instead of having conversations, creating challenges for succession planning, according to new research.
Nearly nine in 10 parents say they’re comfortable discussing money with their children, reflecting a generational shift in financial education.
Clients are saying they would consider switching advisors if another professional offered estate planning services, according to a new Trust & Will survey.
A bipartisan proposal aimed at aligning advisor compensation rules with modern business structures is headed to the full House.
A new survey finds that many women prioritize financial security but continue to leave savings in accounts that may not keep pace with inflation.
While AI has become a go-to research tool for affluent investors, new HSBC research suggests human advisors remain the deciding voice when investment decisions are made.
Fewer than half of Americans in their peak earning years feel on track for retirement, while many say limited financial knowledge and access to professional guidance are holding them back.
Americans may feel better about retirement, but new research suggests confidence and preparedness aren’t always the same thing.
Despite relying heavily on Social Security for retirement income, many older Americans doubt the program will deliver full benefits in the future.
New research suggests operational discipline, not just market performance, helped separate fast-growing advisory firms from slower-growing peers.
