High net worth

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.

Gains could fall to 5.3% from 9.3% historically “unless portfolios are repositioned for the environment we think that we are entering,” according to a new KKR report.

Firms must recruit the right players to serve their clients, says CEG Worldwide’s Jonathan Powell.

Less than two weeks after KKR and Stone Point Capital announced they were buying a majority stake in the RIA aggregator, a new Silicon Valley firm joins as a partner.

Don’t let them do a deal before you bring up these important topics.

Wealthfront is the first of the tech-powered financial advisers to offer securities-based lending. It will compete with the likes of Wells Fargo and Morgan Stanley.

Bequests, endowments and other gifts demand expertise beyond traditional tax and estate help.