High net worth

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.

An NBA veteran opens a nonprofit RIA to help young athletes manage their sudden wealth.

Arkadios Capital poached three advisors from its founders’ former firm after its revenue more than tripled in 2018.

The drop in wealth was equivalent to the GDP of Italy.

Morgan Stanley was dragged into the family spat as father and children fought a tug-of-war over two accounts held at the firm.

The $3 billion-plus RIA seeking scale via acquisitions.

From New York to Seattle, here's a look at cities with the best client purchasing power for the competitive spring home sales market.

It’s one of the most consequential — and misunderstood — concepts for clients with properties in more than one state. Where should they call home?

Changes have left some clients surprised by tax bills or tiny refunds. How to explain what happened and prep them for next year.

Fifty-nine percent of women age 20 to 34 defer investing and financial planning to spouses, according to a new survey.

The bank elevated 60 financial advisors and 36 Americas staff.

In the land of tech startups, there's real demand for planners — ones who can embrace the best of robo practices while keeping the human touch.

Top firms explain how they appeal to wealthy clients — and elite advisors

Since the financial crisis, many managers pivoted from making money to playing defense.

Productivity may not come back, but private equity may be the answer for some.

About 19% of adults support elderly family members in some way.

No client wants to pay up. But, some could benefit from more tax exposure in retirement than actual spending.

New financial planning software tool aims to meet the needs of clients with $25 million and up.

The firm has been on a recruiting tear, with a particular emphasis on wirehouses.