High net worth

The solo practitioner is becoming an endangered species as firms concentrate on tailoring tech for mega teams.

“As we’ve gone through various crises, we’ve still told clients to stay invested and not get out of U.S. equities, it’s too early,” said Sharmin Mossavar-Rahmani, CIO for Goldman’s Private Wealth Management.

Tiedemann Advisors is expanding outside the U.S. for the first time to better serve the cross-border needs of its high-net-worth clients.

The RIA founded by former Barclays advisors caters to ultrawealthy clients.

Plus, the average employee contribution rate reached 8.8% in the second quarter, up a full percentage point from a decade ago.

In some ways, their investments are a microcosm of trends sweeping the wider market.

Successful firms reveal how they appeal to wealthy prospects — and elite advisors.

Michelle Rudd opened a new office for Summit Trail Advisors, a $5 billion independent firm.

Clients “want to participate, they want to co-create,” In|Vest conference attendees are told.

Hyperpersonalization delivered via improved technology is critical for client relations, a new report says.