High net worth

“Ozark,” “Ballers,” “The Wolf of Wall Street” and “Trading Places” are fun to watch, but they bear nearly no resemblance to the day-to-day work of financial advisors.

Advisors say it’s never too early to start saving for college.

The top advisor this year, Brock Kidd from Pinnacle Bank, focuses on well-heeled clients and many of Nashville’s high-profile musicians.

Attracting them means knowing what’s really important (hint: it’s not retirement).

Advisors should keep a close eye on these provisions, Dave Grant says.

Advisors should contact every client who did a Roth conversion in 2017 to discuss a key change in tax regulations, Ed Slott says.

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?

The bank lured two professionals who will work with high-net-worth clients with at least $3 million in investable assets.

There will still be several different methods to have the fee waived.

“Your risk of being audited goes up,” says RIA powerhouse Ron Carson.

The robo advisor adds a longstanding tax strategy to its offerings.