High net worth

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.

How can banks prevent customers from leaving once those customers become wealthy? Editor Lee Conrad talks with consultant Scott Stathis to find out.

The accounting method can deliver attractive savings, along with protecting nature or farmland.

If your clients pay the alternative minimum tax, these funds can help lower their tax liability.

Commission-based investors want to keep their accounts, regardless of the fiduciary rule.

There are risks to this approach, however.

As a channel, we must get better at attracting and retaining HNW assets.

HNW investors and their planners shun the tax-advantaged savings accounts, according to a study.

Too many wirehouse brokers believe they won’t have access to sophisticated lending solutions if they break away. They’re wrong.

How advisers can help overcome their irrational expectations.

Asset manager VanEck’s product appeals to ESG-focused investors. Plus: other launches.

The firm previously shuttered a wealth management unit last year that failed to take off despite some high profile hires.

There's no point in waiting on new policy to initiate preparation that is protective and vital, no matter what the ultimate law may be.

By acting immediately when stocks turn, you can position yourself to receive significant additional assets, columnist John J. Bowen Jr. says.

Advisers report that the president's policies (and tweets) are affecting fund allocation requests.