High net worth

Only 18% of Asian-Americans work with financial professionals, and there is room for growth, a study says.

The Treasury will soon crack down on valuation discounts. Here’s what it means for your ultrahigh-net-worth clients.

Political discussions can be a kind of third rail, but planners can — and should — undercut the worry.

Sure, these trusts are intended to shelter a beneficiary, but a non-grantor one presents numerous tax-liability issues.

Low-cost, online managed accounts may become table stakes for wealth management firms.

Either a Clinton or Trump presidency could potentially bring changes in estate tax laws, so start preparing now.

No adviser alone can be an expert for all clients' needs. Here’s how to build a network of fellow professionals, influencers and experts.

In the near future, an adviser's role will partly be providing help desk support to clients, says Uday Singh, a partner with A.T. Kearney, at SourceMedia's In|Vest conference.

Planners may be called on to invest assets within a client’s trust, but the ability to do so can vary greatly. What's more, the election outcome could eliminate some trusts altogether.

See which independent broker-dealers have the most high-end reps, plus dive into the average production for the top 10.