Portfolio

Gift tax returns and the wealth transfer strategies they reflect don’t face the same IRS logjams as individual returns.

The advisors felt “some familiarity and also some loyalty” after spending decades affiliated with the wealth manager’s independent brokerage.

The ETF industry is bringing a surprising twist to hands-off, passive investing.

The incident began when James Iannazzo ordered a drink without peanut butter for his son, who has a peanut allergy, according to a statement by police.

Both growth-focused ARK and value-driven Berkshire Hathaway have racked up gains.

As the K-shaped recovery continues, wealthy clients are calling their private bankers to see if they should borrow against their art or buy a fourth home.

Individual investors who were ahead of the S&P 500 for most of 2020 have been stuck behind the benchmark since early 2021 as stay-at-home and meme stocks struggled.

Bank of America revamped leadership across its wealth management business, placing more responsibilities on current heads Andy Sieg and Katy Knox.

Annual drawdowns tell us little about possible standards of living in retirement as investors spend dollars, not percentages.

In this fireside chat, Ida Liu, the global head of Citi Private Bank, covers a range of topics, including how digital client engagement is evolving.