High net worth

These areas have slower home price appreciation and more favorable mortgage rate and wage conditions.

After Dec. 31, spouses responsible for paying alimony won’t get a tax deduction, due to a change under the Tax Cuts and Jobs Act.

Andy Sieg, head of Merrill Lynch Wealth Management, will join the management team of the company, reporting directly to CEO Brian Moynihan.

The top advisor this year, James Hare from Pinnacle Bank and Raymond James, views himself as the Warren Buffett of Nashville.

Retirement assets received in a divorce settlement may be available to creditors, a federal court has ruled. The decision may have far-reaching consequences for clients.

“They always want to have lines in place for if markets do turn down and they get capital calls on private investments,” says Jim Steiner.

"This multigenerational shift in wealth will reshape the wealth management landscape over the next quarter century," an expert says.

The ultra-wealthy say they want to achieve more, yet currently give only 1.2% of their assets to charity. How can advisors help?

There are three industry myths about being online that advisors must overcome, says Schwab’s senior vice president for institutional marketing services.

If they’re just writing checks, “that’s coming directly out of their cash flow,” one expert says.

Advisors take note: DAFs remain the fastest-growing charitable giving vehicle.

From working with children to spreading financial literacy, here’s how advisors are donating their time and money this holiday season.

Both already use the fintech company’s technology to market their products to advisors.

The Trump tax overhaul could mean less after-tax money to go around.

A $6 billion RIA deal may signal a reversal of lackluster market activity.

Workers looking to retire comfortably are more in need of professional guidance than they realize — and there are a lot of them.

It may seem counterintuitive, but advisors who offer robust philanthropic guidance see major boons to their bottom line.

Some pointers from colleagues and mentors inspired female planners in unexpected ways.

There were 53 new billionaires in the U.S. this year, and 14 of them were women.

The Microsoft co-founder had no direct inheritors to his wealth, but other family members and potential investors are seeking a portion of his holdings.