High net worth

Although nearly all investors in the firm's new survey said tax efficiency was important to them, just over a quarter of them have consulted tax professionals.

August is Make a Will Month, and clients drafting wills can get quite specific. Here's a few interesting things experts are seeing in wills.

Extra diligence on the advisor's end can help HNW clients avoid potentially disastrous lawsuits

Two advisors from the RIA space shared why they took a risk and moved abroad — and what they learned from it.

With proper entity-based planning and tax strategies, risks to HNW assets may be minimized — or avoided entirely.

Full discretionary power over a HNW client's investments can be a negative without a clear view of all their financial commitments.

Despite sky-high advisor satisfaction ratings, many wealthy clients lack confidence in their financial situation and could leave in the future.

All customers with more than $1 million in assets have been automatically enrolled into a pair of new service plans.

A small tweak to business practices could earn many firms in the industry much more in income, and it's hiding in plain sight.

Around three in five women breadwinners said financial professionals have wrongly assumed their partner is the primary earner, according to a new UBS report.