High net worth

One fifth of AdvicePeriod's clients have a net worth over $10 million. Many pay an annual fee of around $200,000.

The exec returned to Northern Trust as market leader of Sarasota and Manatee counties in Florida after a five-year stint with U.S. Trust.

Contributions and grants have recently reached record highs.

Top performing planners adopt tech tools at nearly twice the rate of the typical RIA, according to an annual study by Jefferson National.

Whether they have a mortgage does not affect the capital gains calculation, according to a CFP.

Almost half of wealthy donors don’t have a strategy in place to guide their charitable giving.

Don’t try to be a jack-of-all-trades. Instead, view advising as a team sport and build a powerhouse lineup of pros, John J. Bowen Jr. says.

“It would almost be irresponsible if you weren’t thinking about moving,” says Bruce McGuire, founder of the Connecticut Hedge Fund Association.

In addition to investment strategies, there's another lever advisors can pull for better outcomes.

It’s the Roth’s 20th birthday. Where is everyone?