High net worth

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.

How advisors can help clients protect these funds when inherited. If they don't, a few small, early mistakes can cause a client to lose most of the proceeds.

Clients are willing to pay more for tax advice, but they’re still not getting it.