High net worth

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.