High net worth

“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The California city has been replaced by Los Angeles.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?