High net worth

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.

As head of the Fiduciary Trust’s New York division, Paulina Mejia in charge of growing the firm’s private wealth business in the region.

Since becoming Franklin Resource's first woman president, Jenny Johnson oversees a majority of the firm’s investment management services.

There are three top specialties that survey takers said they want when choosing a new financial planner, with one clear winner.

This move shows how large asset managers have taken note of certain trends.

The firm left Kestra for PKS as part of the move as increasingly large breakaways fuel the independent movement.

There are only two ways to transfer IRA assets tax free in a divorce proceeding.