High net worth

Professionals from family offices, investment managers, estate planners, art advisors and other disciplines describe mistakes they’ve seen.

The number of people in that group fell by more than 28% in the fourth quarter, according to Fidelity's data.

Edmond Walters' new software, backed in part by Envestnet CEO Jud Bergman, is featured exclusively on the Logix and MoneyGuidePro platforms.

There's much talk about pursuing the highest end of the high-net-worth market, but there’s an attractive group of potential clients being overlooked.

IRS data provides all the information needed to figure out the answer.

This $1.5 trillion dilemma doesn’t discriminate.

In the U.S., investors pulled $174 billion out of active equity funds last year as stock pickers struggled to outperform their benchmarks.

Community property rules, how to divide 401(k)s and the nuances of QRDOs are just some of the specifics advisors should know.

Knowledge of ERISA, QDROs, DBAs and other retirement plans can avoid costly mishaps.

The firm says it was draw to the state’s "booming" economic growth.

Sustaining growth will become an increasing challenge, says the firm’s incoming chief revenue officer.

Planners appear to be breaking away from the AUM fee structure.

Those who anticipate big benefits for charitable giving may be disappointed. Here’s what their advisors should know.

The bank is the world’s top stock underwriter.

Helping clients understand casualty loss rules following an unexpected tragedy.

At first glance, it seems the more they give, the less you have to manage. But providing clients with robust charitable giving strategies can return more than you realize.

Financial planners don’t have to be attorneys to help clients avoid high cost oversights

The firm is embracing a playbook beloved by hedge funds: a slew of options trades.

The average woman will work 12 fewer years than a man, according to one expert. There’s a “slew of issues” around this topic.

A major Times Square development has secured more than $780 million in new equity, including about $400 million from UBS’s ultrahigh-net-worth and family office clients.