High net worth

Five ways to build a successful charitable planning practice.

Financial planners need to embrace robo advising technology to "live long and prosper."

The launch from EventShares provides investors access to economic and policy-driven themes.

The increasingly popular tactic can save business owners hundreds of thousands of dollars in taxes.

The acquisition gives Tiedemann $11 billion in AUM, impact investing expertise and a presence in the Northwest.

Advisors are responding to growing interest from clients to track and even trade the digital coins.

Stock Protection Funds could mitigate single-stock risk, but are they worth the fees?

For some clients, the amount of income that would fall into the zero tax bracket will increase by 3%, a far cry from the doubling that's been ballyhooed.

Russia, Brazil, and Canada saw big jumps in their populations of high-net-worth investors last year.

The findings come as asset management firms are threatened by digital tools.