High net worth

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

Borrowers can still use the allowance as long as it’s for home improvements.

Sometimes the strategy can eliminate a domino effect of other expensive tax problems down the road, Ed Slott writes.

Scroll through to learn about five core changes impacting retirees.

The broker-dealer has been scooping up talent from its rivals for months.

The unit will provide specialized services for private banking, international and institutional clients."

“They aren’t investing like they should and they have really tepid projections for future stock market returns,” advisor Austin Colby says.

In just the first six weeks of the year, about 1.4 million borrowers lost the interest rate incentive to refinance.

Unhappy with M&A offers, CJM chooses to stay independent.

Here's a look at the housing markets where supply is shrinking the most.

The private equity-owned RIA beat out 40 other suitors.

Advisors should educate themselves about the treatment of Medicare premiums, tuition fees and 401(k) distributions.

Steven Spielberg, Leonardo DiCaprio, Ben Affleck and even members of the Kardashian circle have been hurt by financial fraud. Here’s how advisors have conned celebrities.

Global banks including UBS and Barclays have been expanding teams that serve some of their richest clients.

Offering specialized planning is now essential to attract and retain HNW clients.

Donald Heberle will leave his post at the end of March, a decision mutually agreed on by both Heberle and bank management.

It’s a pretty safe bet that all those in the rarefied strata hold at least some municipal bonds.

“Serving the investment needs and opportunities unique to clients who reside outside of the U.S. has become increasingly complex,” the firm said.

The high-net-worth and ultrahigh-net-worth segments are growing globally “faster than we can grow advisors to cover them.”

The decentralized and unregulated nature of bitcoin makes it difficult to appoint an heir.