High net worth

Many advisors aspire to serve the coveted group without really understanding their needs, wealth management marketing entrepreneur April Rudin says in an episode of Financial Planning’s Invest Podcast.

A time to buy or a warning to avoid timing markets?

The agency will send several dozens agents to make at least 800 face-to-face visits in February and March of this year.

The expansion is likely to come at the end of 2020 or early next year, and will focus initially on higher-net-worth customers.

All artworks, racehorses, cars, and trading cards are not created equal, and not all “investment opportunities” are the best in their field.

United Capital has a new name, but key challenges remain for its new owner.

As the wealthy often sidestep estate taxes, one law professor offers a code change that forces heirs to pay income and payroll taxes on all inheritance.

The Wall Street giant reveals how it plans to capture a bigger share of the HNW and mass affluent markets.

The bank is an aggressive recruiter of HNW and UHNW talent.

When the world’s wealthy look for a bank to entrust with their personal fortunes, Goldman Sachs isn’t necessarily on their speed dial.