Financial planning

Today, there are about 100 single family offices in Russia and as many as 20 multi-family offices. Such firms typically tend to investments, taxes, estate planning and even personal needs such as travel and education.

Private wealth managers and accountants are advising their ultra-rich clients to deal with the topic of their own mortality.

Are you telling your clients and potential new clients what you do, or are you explaining to them why you do it?

A record number of job openings and the strong stock market are boosting Americans' sense of financial well-being -- despite rising interest rates.

New, more complicated marital situations call for careful tax planning.

The Chicago CPA/PFS shares why he started his own financial planning services firm for millennial clients.

Does your wealth management division need fixing?

Jody Padar recaps her trip to AICPA Engage 2018 and the thought leaders she got to interview.

The first step may be getting them to figure out what retiring means to them, a panel of CPA financial planners says.