High net worth

Earnings reports this week showed the firms are increasingly rushing into a booming market for lending to wealthy clients. So far, it’s paying off.

What's to stop financial planning from being shrunk entirely into a free app?

Instead of the client’s grown children getting a preset amount at, say, age 25, the decision is strictly at the trustee's discretion.

The business of supporting charitable giving has never been so profitable.

Clients want to know all about your experience, a new survey from Charles Schwab finds.

Men dominate the largest financial institutions and the situation is even worse at family offices.

Zoe Financial wants to create an elite network that brings together high-net-worth clients and thoroughly vetted RIAs, says CEO Andres Garcia-Amaya.

Family offices saw a growth in returns last year fueled by soaring stock markets and private equity.

The effective tax rate on qualified dividends for those in the highest income tax bracket fell.

High-net-worth clients can bump into income limits when it comes to making Roth IRA contributions, but they can find other tax-saving strategies to save for retirement.