High net worth

Don’t try to be a jack-of-all-trades. Instead, view advising as a team sport and build a powerhouse lineup of pros, John J. Bowen Jr. says.

“It would almost be irresponsible if you weren’t thinking about moving,” says Bruce McGuire, founder of the Connecticut Hedge Fund Association.

In addition to investment strategies, there's another lever advisors can pull for better outcomes.

It’s the Roth’s 20th birthday. Where is everyone?

The bank lured two professionals who will work with high-net-worth clients with at least $3 million in investable assets.

There will still be several different methods to have the fee waived.

“Your risk of being audited goes up,” says RIA powerhouse Ron Carson.

The robo advisor adds a longstanding tax strategy to its offerings.

The breach follows other developments that have made offshore planning methods less attractive.

The California city has been replaced by Los Angeles.

What — if anything — should an advisor do if a client is abusing illicit substances?

The exec will lead the private banking business across 10 markets.

Who would the changes help — and hurt? Baird’s director of advanced planning weighs in.

Ben Ollendick will focus on new business development and lead a team of advisors serving clients with a net worth of more than $75 million.

Self-directed IRAs can provide solid returns and tax protection.

The firms dominate the space, but they face headwinds in a changing industry, Cerulli says.

Become a go-to source for philanthropic clients, and your practice could grow.

More than $2 trillion of billionaire fortunes will change hands, according to a new study by UBS and PwC.

Planners should ask if and how they ingest the drug when looking for a life insurance policy.

Planners should help clients navigate complex transactions to ensure risk is mitigated as much as possible.