High net worth

The Internal Revenue Service is postponing the date for filing gift tax and generation-skipping transfer tax returns and making payments until July 15 because of the novel coronavirus pandemic.

The rout in Asian equity markets this year has not been for the faint-hearted.

The problem was from a bug related to an external software provider.

The world’s 500 richest people have lost almost $1.3 trillion since the start of the year.

Many advisors aspire to serve the coveted group without really understanding their needs, wealth management marketing entrepreneur April Rudin says in an episode of Financial Planning’s Invest Podcast.

A time to buy or a warning to avoid timing markets?

The agency will send several dozens agents to make at least 800 face-to-face visits in February and March of this year.

The expansion is likely to come at the end of 2020 or early next year, and will focus initially on higher-net-worth customers.

All artworks, racehorses, cars, and trading cards are not created equal, and not all “investment opportunities” are the best in their field.

United Capital has a new name, but key challenges remain for its new owner.

As the wealthy often sidestep estate taxes, one law professor offers a code change that forces heirs to pay income and payroll taxes on all inheritance.

The Wall Street giant reveals how it plans to capture a bigger share of the HNW and mass affluent markets.

The bank is an aggressive recruiter of HNW and UHNW talent.

When the world’s wealthy look for a bank to entrust with their personal fortunes, Goldman Sachs isn’t necessarily on their speed dial.

The potential for higher taxes next year may accelerate deals.

The operation will start with six employees and offer services to boutique firms that don’t have the capabilities of a large private bank.

The flood of new money has made the area one of the world’s hottest — and most competitive — wealth markets.

Don't neglect the FAFSA and other ideas to help families with annual incomes of more than $300,000.

The firm is looking for ways to maintain its edge and reinvigorate its shares, which have trailed rivals over the past year.

In 90% of families, wealth disappears by the end of the third generation.