High net worth

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.

While the markets soar, the high-net-worth crowd looks to Washington and is not pleased with what it sees.

For ultrawealthy clients who own property, an adviser's starting point should be an irrevocable trust. But you can't stop there.

The new offering would enable the firm to serve "more than their traditional wealth management needs," an executive said.

The robo advice firm says it already has a number of customers with more than $10 million each.

Most fortunes disappear by the time grandchildren have taken control.

The partnership marks the second since two private equity firms infused the aggregator with capital.