A nonprofit endowment fund can be an integral part of an organization's long-term planning. It shows both current and potential donors your commitment to a cause while also expanding your reach. However, there are some things to keep in mind before establishing one.

Law firms face equity partnership drain when partners depart or retire. How can firms prepare for this inevitable situation?

Income and cash flow in retirement planning is a crucial conversation that involves an analysis of different asset classes and a view on the economic cycle. Income is measured in terms of yield, but higher yielding asset classes often come with an elevated level of risk. Therefore, it is critical to pair yield and income needs with an assessment of volatility and client risk tolerance.

It’s no secret that the influx of technology over the past decade has created tremendous competitive pressure across nearly every industry. From auto parts to airline travel, technology has accelerated the race to the bottom for any products no longer able to compete on much besides price. Financial services firms are starting to feel the crunch too.

An increasing number of firms are turning to a trusted local financial institution to establish a term loan arrangement to help new partners fund their investment in the firm.

Bipartisan legislation focused on increasing retirement plan coverage by small businesses, expanding IRAs and 529 education savings plans has been advanced in Washington.

If you need to establish the value of your company, there are many approaches available to help you do so.

As the amount of wealth that women control continues to grow, we take a look at how their approach to planning and giving is different.