High net worth

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.

Our exclusive interactive infographic reveals some interesting trends on the top 10 new firms and their locations.