Setting up educational gift funds will help to ensure that your loved ones have the resources they need for private school, boarding school or college.

Data is abundant and easy to access. The playing field is very level, so how is evaluating investment managers similar to sizing up baseball players?

The wealth management industry is evolving at a breakneck pace. Increased competition, the proliferation of technology and changing consumer preferences are propelling the industry to a new age.

Investment technology has facilitated comprehensive advisory relationships tailored to the specific and often complex needs of affluent families.

Among the more surprising findings of Boston Private’s recent Why of Wealth Report: Even those who appear to “have it all” in terms of financial and business success, still regret not having more family time. In fact, almost half of the people surveyed (47%) cited spending more time with family as the number one thing they would have done differently had they not devoted so much time to accumulating wealth.

As a savvy consumer of financial services, it’s important to understand how your assets are safeguarded.

A Roth IRA is a type of Individual Retirement Account (IRA) to which you make contributions with after tax money, meaning earnings you’ve already paid taxes on. The money you put into your Roth IRA grows tax-free and, assuming you have met certain conditions, your withdrawals are tax-free and not reported in your taxable income.

Caring for someone with special needs can be physically, emotionally, and financially challenging. A Special Needs Trust administered by a trustee with experience, can relieve some of your stress, assure the financial well-being of your loved one, and preserve family harmony.

A quick update from Washington regarding the retirement legislation called the SECURE Act, The Setting Every Community Up for Retirement Enhancement Act of 2019.

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.