High net worth

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

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.

The president looks to fulfill a key promise from his campaign.

Are you taking full advantage of the tools at your disposal? Advisors share insights about approaches.

Clients in their 30s offer long-term value and are cheap to acquire. But they can be time consuming, interacting almost 15 times a year on average with their advisors.

Advisors are in trouble if they neglect a client’s health needs.

Details matter, explains an expert, like where their boat is docked.

The aggregator has been buying aggressively since an infusion of private equity cash in April.

With bonuses, which can account for half of total pay, the average pay for a North American family office CEO totaled $631,000.

Ensuring that a client's windfall today lasts longer than just tomorrow takes more than financial acumen, experts say.

Wealthy people in their 80s have the highest average net worth of any age bracket, according to the agency's study.