High net worth

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.

Here's a look at the 10 housing markets with the biggest gap between growth in home prices and wages that could indicate a housing bubble is forming.