High net worth

Short sellers tend to go against the tide, making investments based on a belief that a stock is going to tank. These 10 banks have drawn the greatest amount of short-interest activity recently.

The tax treatment of bitcoin and its ilk raises major questions.

Healthy wage growth in some locations is offsetting increasing rates and housing prices.

Only 17 states permit these trusts, which can play an important role in planning for income taxes and estate taxes.

The newly independent advisors added a new team and are looking to bring on more practices.

Though largely replaced by the 1% of AUM model, performance-based fee structures are cropping up again — and that’s cause for concern.

The next recession is more likely to have a regional impact than a nationwide one.

Sometimes, crunching the numbers shows surprising results. Here’s how advisors can evaluate the tradeoffs of relocating to regions with lower taxes.

Wirehouses have been losing talent as advisors seek more freedom in how they structure their practices.

The e-commerce giant is muscling its way into a number of services that banks have long dominated.

Some investors are demanding action on gun manufacturer and retailer stocks. Can financial advisors deliver?

The securities-backed lending platform provides liquidity to borrowers and transparency to advisors, the investment banking giant says.

People affected by autism are underserved by the wealth management industry. Here’s how one advisor set out to change that.

Borrowers can still use the allowance as long as it’s for home improvements.

Sometimes the strategy can eliminate a domino effect of other expensive tax problems down the road, Ed Slott writes.

Scroll through to learn about five core changes impacting retirees.

The broker-dealer has been scooping up talent from its rivals for months.

The unit will provide specialized services for private banking, international and institutional clients."

“They aren’t investing like they should and they have really tepid projections for future stock market returns,” advisor Austin Colby says.

In just the first six weeks of the year, about 1.4 million borrowers lost the interest rate incentive to refinance.