High net worth

Advisors are in trouble if they neglect a client’s health needs.

Details matter, explains an expert, like where their boat is docked.

The aggregator has been buying aggressively since an infusion of private equity cash in April.

With bonuses, which can account for half of total pay, the average pay for a North American family office CEO totaled $631,000.

Ensuring that a client's windfall today lasts longer than just tomorrow takes more than financial acumen, experts say.

Wealthy people in their 80s have the highest average net worth of any age bracket, according to the agency's study.

Our exclusive interactive infographic reveals some interesting trends on the top 10 new firms and their locations.

Competition for the wealthiest clients is intensifying. Here’s one of the best strategies for finding them, according to Cerulli research.

From fees to geography, here are some of the best ways to attract and keep high-net-worth investors.

A primer on characteristics that enable advisors to build a successful practice that entails very little marketing.