High net worth

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.

Here are ways to help your high-net-worth clientele invest in exotic categories safely and wisely.

"The numbers are all in a positive direction" as advisers shrug off threats to growth.

Nearly $500 billion of funds held by millennials is up for grabs.

It’s tremendously rewarding to help people make smart decisions about their wealth.

The right strategies can make all the difference for advisers.

Investing in property is fraught with risk, but advisers can help clients navigate a complicated and challenging market. Here’s how a few planners have done it.

Overall, the nation's wealthy are expected to add to their growing fortunes in the years ahead.

Several new funds from the manager are aimed at providing approaches that have seen years of institutional success.