High net worth

Family members differ dramatically when it comes to wealth planning, according to a recent Merrill Lynch study. Here's how advisers can start a dialogue with relatives that answers their wealth planning needs.

Firms must invest in digital capabilities, says A.T. Kearney's Uday Singh, but they need to balance that evolution to allow for the human touch to remain in a central role.

“Our growth is going to be organic,” says Raymond James Financial CEO Paul Reilly, who adds that he has “concerns” about the DoL rule.

Examining these issues may take the guesswork out of a client's estate plan.

These clients ‘don’t want standard vanilla portfolios,’ so offer funds they can’t just get anywhere. Here’s how.

6 steps to help advisors build strategic relationships that generate results.

A recent tax law creates a permanent 100% tax exclusion on capital gains from C corporations.

The U.S. has more than 1 million households with $5 million or more in investable assets – Are they near you?

Many HNW clients are using these state-run plans to shelter assets from the inheritance tax.

If avoiding taxes just attracts the IRS, it defeats the purpose.