High net worth

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.

Even investors who aren’t ultrawealthy may be able to avoid income taxes on their investments with “off the rack” strategies similar to the specially designed life insurance contracts sold by some financial firms to ultrahigh-net-worth clients.

More than half of the country's top housing markets are considered overvalued.

Baby boomers are holding more mortgage debt than the retirees before them. But sometimes, that can be a smart financial strategy.

Even profitable bond managers will have to up their game to remain relevant because in many cases investors have better options.

Here's a look at cities where homebuyers are getting the best bang for their housing buck.

Advisors share client anecdotes that made them stop and say “huh?”

Nearly three-in-four advisors (73%) do not have a succession plan in place.

Morgan Stanley’s CEO believes the Fed will hike interest rates three more times this year.

Advisors say they are becoming more dissatisfied with the way wirehouses are managed.

As a sustained bull run has made portfolios swell, managing the tax bill on those gains has become increasingly vital.

Attending to clients' non-financial needs helped propel Merrill Lynch advisor Dane Runia to No. 1 on the Top 40 Under 40 ranking.

The firm has been working for two years to integrate BlackRock’s risk-management system into its platforms.

Fulvio Urbinati’s book of business includes clients in Chile and Peru, the U.S. and France.