High net worth

Much of the latest guidance about setting up trusts is overly simplistic and can do a disservice to clients.

Advisors want to help clients discover their "sleep well at night factor" when it comes to cash reserves, one planner says.

Although the rules have become more lenient, high-income clients must not be complacent.

The bank recruited a former executive from Vanderbilt University’s investment office to assume a newly created post directing its third-party manager research efforts.

At least $20 trillion of new financial wealth will be created over the next five years.

The side effect of index reconstitution is well documented.

The service offers some do’s and don’ts for taxpayers who get a frightening envelope.

The app also allows clients to use the Zelle person-to-person payments service.

Parents feel an uncontrollable urge to help their kids, no matter the cost to themselves. Here’s how advisors can help.

Since the bottom of the housing market in 2012, home prices have increased 75% but wages have only increased 13%.