High net worth

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.

A new report by UBS found that despite being planners in their investing, high net worth women are behind their male counterparts in estate planning.

In career-defining moments like the start of March Madness season, young athletes can experience life-changing inflows of wealth. Experts at Morgan Stanley, Mitlin Financial and Edmonds Duncan give advice on how to support them.

The Wall Street bank is leaning into its strengths in catering to the world's wealthiest through One Goldman Sachs, as it pivots away from a messy consumer business that disappointed investors.

Cerulli Associates says in a new study that affluent families need to do a much better job of preparing their heirs to inherit a legacy.

Gifting assets can be a tricky process, especially for wealthier clients. With Valentine's Day around the corner, here are five tips on getting it right.

The move is part of a broad shakeup that will create a rebranded Credit Suisse First Boston.