Ida Liu became head of Citi's North American private bank in 2019 and then went on to beat her projections by 12% in 2020 despite the pandemic. That helped her get a promotion last year to global head, running 50 offices across the globe and overseeing more than $500 billion in client business.

One of the basic assumptions of the wealth management industry is that investing professionals should be based in the same cities as their clients. Gunjan Kedia asked her team at U.S. Bancorp to challenge that belief.

The team at JPMorgan Chase's asset and wealth management division crunched the numbers on diversity at the end of 2021 and found that portfolio managers who are women and/or people of color manage 60% of the unit's assets.

Tara Latini, country head of wealth and personal banking for HSBC USA, has been a key decision-maker as the bank has shifted away from the mass-market retail business in the U.S., focusing instead on "globally connected affluent and high-net-worth clients."

Stephanie Cohen has been at Goldman Sachs for more than 23 years. She started as an analyst in 1999 and has held a series of leadership positions in mergers and acquisitions. In January 2021, she was appointed global co-head of consumer and wealth management.

Two panels of experts explained why family relationships, financial literacy and trust are so important to the coveted niche of clients.

New rules on "portability" mean that a surviving spouse can lock in her deceased partner's exclusion years after exemption levels decrease come 2026.

Covid froze one of private banking's best tools — invite-only events for the children of wealthy clients. Now, they're starting to return.

Corporate jargon is annoying to many employees, and may even prevent prospective hires from applying to your organization.

Donor-advised funds, favored by rich businessmen and celebrities, rack up tax benefits while delaying charitable giving.

Google Head of Product Inclusion Annie Jean-Baptiste believes that when you create tools for those living on the margins, it also empowers those in the middle.

Bringing on board next-gen advisors should go hand-in-hand with a strategy of investing in younger clients.

Navigate the complicated tax landscape with a breakdown of bitcoin of other cryptocurrencies. Part 2 of series.

While diversification is hot again, these funds haven't always managed to work as advertised.

Retiring overseas can be a great option for seniors seeking adventure and cheaper healthcare. Here's what they should know before they hop a plane.

Bundling these two buzzwords risks setting questionable goals for companies, and distracts from their initial purpose.

Crypto can be confusing. Here's a primer for financial advisors. Part 1 of series.

In a time of economic uncertainty, investors are looking to make the most out of their IRA savings.

Plan sponsors will need to pull together details involving non-discrimination testing and government reporting, as well as recordkeeping and pre- and post-transfer documentation.