High net worth

Although nearly all investors in the firm's new survey said tax efficiency was important to them, just over a quarter of them have consulted tax professionals.

August is Make a Will Month, and clients drafting wills can get quite specific. Here's a few interesting things experts are seeing in wills.

Extra diligence on the advisor's end can help HNW clients avoid potentially disastrous lawsuits

Two advisors from the RIA space shared why they took a risk and moved abroad — and what they learned from it.

With proper entity-based planning and tax strategies, risks to HNW assets may be minimized — or avoided entirely.

Full discretionary power over a HNW client's investments can be a negative without a clear view of all their financial commitments.

Despite sky-high advisor satisfaction ratings, many wealthy clients lack confidence in their financial situation and could leave in the future.

All customers with more than $1 million in assets have been automatically enrolled into a pair of new service plans.

A small tweak to business practices could earn many firms in the industry much more in income, and it's hiding in plain sight.

Around three in five women breadwinners said financial professionals have wrongly assumed their partner is the primary earner, according to a new UBS report.

Citizens made waves with its hires of around 50 private banking staff from First Republic. The head of wealth management at Citizens shared what's next.

Even wealthy clients may procrastinate on maximizing tax efficiency ahead of the gift and estate tax exemption limits' expected declines in 2026.

Here's what firms can offer to keep multigenerational families loyal, according to industry experts and Arizent research.

Investors with between $250,000 and $1 million outnumber the ultrawealthy by 2.5 to 1. For financial advisors, that could be a huge opportunity.

Clients were offered a MasterCard made from 14-karat or 18-karat gold that could be embedded with as many as 164 precious stones.

The IRS's $80 billion in new funding means more scrutiny of higher earners.

As giant institutional asset managers like BlackRock manage over $60 billion assets in ESG-focused funds, much smaller firms are targeting retail investors looking to create a socially impactful portfolio in local communities.

Collectibles worth up to millions of dollars are securitized into thousands of shares that trade for as little as $10 a pop.

Bigger, better, faster is a label all giant companies want, especially in the hyper-competitive space of managing money for wealthy clients.