High net worth

Only 17 states permit these trusts, which can play an important role in planning for income taxes and estate taxes.

The newly independent advisors added a new team and are looking to bring on more practices.

Though largely replaced by the 1% of AUM model, performance-based fee structures are cropping up again — and that’s cause for concern.

The next recession is more likely to have a regional impact than a nationwide one.

Sometimes, crunching the numbers shows surprising results. Here’s how advisors can evaluate the tradeoffs of relocating to regions with lower taxes.

Wirehouses have been losing talent as advisors seek more freedom in how they structure their practices.

The e-commerce giant is muscling its way into a number of services that banks have long dominated.

Some investors are demanding action on gun manufacturer and retailer stocks. Can financial advisors deliver?

The securities-backed lending platform provides liquidity to borrowers and transparency to advisors, the investment banking giant says.

People affected by autism are underserved by the wealth management industry. Here’s how one advisor set out to change that.