Charles Paikert

Working with sports stars can be prestigious, even glamorous -- and is often a highly sought after market niche for financial advisors and wealth managers, but professional athletes can also present advisors with a minefield of challenges

As more wealth management firms are emphasizing non-financial services to target high- and ultra high-net-worth clients, a new report recommends the benefits of family foundations.

The growing effects of climate change should be a wake-up call for art collectors and their planners, says a top art insurance executive.

There's a shift afoot in advisor compensation.

Dynasty Financial announced Monday that Octagon Financial Services, a McLean, Va., registered investment advisor that specializes in working with professional athletes, is now using Dynasty's open-architecture wealth management services and technology platform.

A Phoenix registered investment advisor has agreed to pay nearly $275,000 to the SEC in a case stemming from the sale of a stake in his firm -- at an allegedly inflated price -- to a client.

Multi-family offices and wealth advisors are registering solid revenue growth, according to a new report from Chicago-based Family Office Exchange. But they also face “operational challenges” going forward.