High net worth

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.

The hands-on role that planners can play in securing securities-based loans demonstrates their value in a number of ways.

The company aims to make fractional ownership of masterpiece paintings similar to an IPO

As the regional firm aims to serve more high net worth clients, it plans to hire 60 experienced advisors this year.

JPMorgan Chase is planning to increase headcount in its Latin American private-banking unit by about 25% next year as the firm looks to attract more clients with $5 million to $25 million to invest at the bank.