High net worth

Employees at Ballentine Partners, a multifamily office and RIA, say their firm can be an example of how small or midsized independent firms can advance on DEI.

The giant independent broker-dealer said Wednesday that it had created a new channel to target wirehouse advisors with high net worth practices.

Demand is growing for the certified private wealth advisor credential, which has been around for 15 years and helps advisors cater to high net worth clients.

The event's theme this year was "creating a culture of accountability," and speakers aimed to help Black consumers access generational wealth.

From ordinary couples to the ultrarich, people of any wealth level are vulnerable to financial abuse and domestic violence. Wealth managers, who can see into a household's finances, can make a difference.

The number of wealthy Asian Americans is growing. But most RIAs courting them are missing a key approach, according to one firm that is doing it differently.

Firms overly reliant on ultrawealthy clients need to ramp up their digital capabilities to attract the growing segment of clients with between $250,000 and $1 million in assets.

A new Cerulli report found that the 10 largest broker-dealers hold 58% of retail AUM, in the wake of rapid consolidation among the top 25 BDs.

The bank team was seeking a place to support its growth in providing boutique 'concierge' services, while maintaining autonomy.

When it comes to charity, last year wealthy families gave differently — and invested differently.

Experts from UBS and TBH Advisors share what to watch this year, as college sports seasons get underway.

A new report by fintech company Vanilla found what drives clients of all wealth levels, including the wealthiest, when planning their last wishes.

Half a year after it swallowed up Silicon Valley Bank during the spring banking crisis, First Citizens Bank is blending the former SVB Private into its wealth business.

The paperwork of moving client assets in a transition is a chore for many advisors, but crucial to their success.

Although nearly all investors in the firm's new survey said tax efficiency was important to them, just over a quarter of them have consulted tax professionals.

August is Make a Will Month, and clients drafting wills can get quite specific. Here's a few interesting things experts are seeing in wills.

Extra diligence on the advisor's end can help HNW clients avoid potentially disastrous lawsuits

Two advisors from the RIA space shared why they took a risk and moved abroad — and what they learned from it.

With proper entity-based planning and tax strategies, risks to HNW assets may be minimized — or avoided entirely.

Full discretionary power over a HNW client's investments can be a negative without a clear view of all their financial commitments.