High net worth

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

Competition for the wealthiest clients is intensifying. Here’s one of the best strategies for finding them, according to Cerulli research.

From fees to geography, here are some of the best ways to attract and keep high-net-worth investors.

A primer on characteristics that enable advisors to build a successful practice that entails very little marketing.

Dan Rothenberg of UBS says it's given his team an "easier hurdle to be beat rather than a benchmark."

The Dynasty-affiliated RIA manages around $15 million on average per client.

Planning may help high-income seniors avoid paying up to four times the going rate for Part B and Part D coverage.

Casting a wider net for prospects is a classic case of mistaking motion for progress.

Two factors drove Morgan Stanley's Nick Kavallieratos to the top of On Wall Street's 40 Under 40 list earlier this this year.

The execs were moved up to roles overseeing key markets in the New York Tri-State and mid-Atlantic regions.

More than 80% of the richest clients want big asset growth later in life, according to a new UBS survey.

The firm is trying to show advisors how they can use LPL’s resources to “get more at-bats” with prospective clients, an executive said.

The smart-beta offerings each have an international focus.

Fidelity already has a private fund in China, and BlackRock plans to launch one as well.

The new hire is part of the bank's push to expand the wealth management business.

Daniel Wani will command a team of 18 wealth management professionals providing a range of services to wealth clients in both states.

Social Security numbers and portfolio information for some high-net-worth clients and advisors was provided inadvertently as part of a lawsuit.

The partnership marks the third deal since a major private equity investment in April.

The increase in real estate exposure is an “extraordinary move," according to an industry observer.

The firm joined BlackRock as a strategic partner of the alternative investment tool aimed at wealthy clients. Plus; other launches.