High net worth

A widower wanting to claim at 64 learned he’d have to wait until full retirement age before he’d start receiving benefits.

Helping clients navigate life choices is critical for differentiation.

Many U.S. expats don’t feel they should have to pay U.S. taxes while living abroad — but do they know where it’s not required?

Affluent clients have "a fairly low awareness of fees," according to new report.

Peace of mind, a comfortable life, happiness and gratitude are top wealth motivators, according to a new survey.

Rich clients, low trust: Here’s how financial advisors can help them warm up faster.

Only about a third of advisors have an asset-transfer plan in place, according to research.

The former J.P. Morgan wealth executive will replace Don Heberle, who left his post at the end of March.

Members of Gen X and millennials seem to work harder to put their money where their mouths are.

How one advisor sees the outsized influence of Nobel laureate Daniel Kahneman on the financial planning industry.