High net worth

“We see optimism, but a guarded optimism,” says Mike Ryan, Americas chief investment officer at UBS Global Wealth Management.

“People didn’t want to use up their estate tax exemption,” but that has changed as a result of the new law, an expert says.

The fast-growing Chicago firm now nearly $4 billion in AUM.

The move will merge capital-markets teams across wealth management and the investment bank in the U.S.

When it comes to building these relationships, it’s better to start early.

With flat housing prices and low mortgage rates, now may be an ideal time to buy.

Advisors are ensuring that multibillion dollar estates go exactly where HNW clients want them to go.

The industry's success hinges on listening to female clients, says Shelley O’Connor, co-head of wealth management at Morgan Stanley.

Retirees who use a smaller withdrawal rate may amass significant excess wealth. That can mean trouble for advisors.

Errors are regrettably common. They are also easily avoidable.