High net worth

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.