Financial planning has become a core business strategy that influences sustainability, resilience and long-term enterprise ...

The owners of privately held businesses need advice about their concentration risk, looming exit deals and family dynamics that tie their wealth to their companies, according to a new study.

When we first launched the XY Planning Network in 2014, our vision was to expand access to financial planning for Gen X and Gen Y clients by championing a new financial advisor business model: getting ...

A high-net-worth financial advisor specializes in serving individuals with substantial assets, typically offering ...

Nearly half of Americans — 47% — don't have a written financial plan, according to a recent study. Working with a financial advisor can help turn haphazard progress into a firmer path. Here's how ...

This is the seventh installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following ...

Forbes contributors publish independent expert analyses and insights. Cicely Jones simplifies financial concepts for young professionals. I recently spoke with an investor who had no idea what his ...