High net worth

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.

Schwab’s nonprofit arm and many firms allow advisors to serve clients while helping charities.