High net worth

Here’s what advisors need to know about the 20% qualified business income rule.

Home buying “usually doesn’t go as smooth as you read in the books,” says one advisor.

The senior executives joined their former chief at Cresset Capital Management’s newly formed multifamily office.

Caretakers for those with developmental challenges can feel lost when it comes to their financial options.

You must be able to express your vision wherever you go. This may feel mechanical at first but with practice, it will feel more natural.

Clients can boost IRA retirement savings with this strategy, but shhh! Avoid certain terms.

The court ruling largely wiped out the widow’s portion of a Dallas jury’s $8 billion verdict against the bank for mismanaging the family estate.

Confidential emails reveal a top Wells Fargo advisor’s despair after he cried fraud. He could stay at Wells if he was silent, but spoke up anyway — and became a whistleblower.

Blucora CEO John Clendening says the cuts to head count should taper off by next year, when the firm will have dropped as many as 1,000 reps in 16 months.

2017 set high benchmarks, but RIAs must prioritize strategic goals to maintain growth, a TD Ameritrade study says.

The new executive will lead the development of the private bank’s philanthropy and family governance services.

Some cities do actually offer workers that ideal mix of affordability and short commute time if you venture just a little outside city center.

In an era of extreme affluence, elite money managers are vying for the hyper-rich as never before.

The bank promoted Denver’s regional leader of the business to oversee all aspects of Ascent Private Capital Management nationwide.

The firm aims to target affluent mainland investors for the first time, while making it free of various offshore investment restrictions.

InvestmentPOD now has the backing of Mariner Wealth Advisors, Covenant, and Brighton Jones.

Firms are doubling down on efforts to boost the ranks of women advisors.

In some cases, amassing a large IRA can have unforeseen negative consequences, including higher Medicare costs. Here’s how Roth conversions and other strategies can help.

Terminating an advisor/client relationship isn’t solely at the discretion of the client.

Children are immature with money, so one advisor factors that into his approach by doling out the wealth in phases.