High net worth

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.

Even as the wirehouse has cut back on recruitment, the hire of two new industry veterans show it’s still looking for top teams.

Clients won't be taxed as the result of a deal if they hold the shares in ETFs or index mutual funds.

The network connects advisors with clients whose financial needs have been overlooked, says the firm's CEO.

Despite changes in the new law aimed at scrapping a penalty for most new couples, those from high-income households may owe more this year.

Under new rules, small business owners can offer their workers tax-free dollars to buy health coverage.

They have begun eyeing clients with $1 million and less.

It increased at the slowest pace in five years, according to a new report.

Shannon Kennedy will lead a global expansion of the unit, with a team of more than 200 people.

Advisors can’t underestimate the emotional toll an exit can impose.

The app allows wealthy investors to get quick answers to complex questions, CEO Eric Poirier says.

Well over half say they would back Sen. Elizabeth Warren’s plan to tax those with more than $50 million in assets, a survey finds.

A team of Bank of America specialists help the superrich diversify with farms, ranches and other alternative investments.

Wealthy clients certainly expect more of their advisors — but technology won't do the job on its own.

"The more objective you can make things, the better it will be," an expert says.

The firm hopes to broaden wealth management offerings beyond ultrahigh-net-worth clients.

One firm shares its blueprint to attract and retain recently minted HNW clients hungry for financial and emotional coping skills.