High net worth

The hands-on role that planners can play in securing securities-based loans demonstrates their value in a number of ways.

The company aims to make fractional ownership of masterpiece paintings similar to an IPO

As the regional firm aims to serve more high net worth clients, it plans to hire 60 experienced advisors this year.

JPMorgan Chase is planning to increase headcount in its Latin American private-banking unit by about 25% next year as the firm looks to attract more clients with $5 million to $25 million to invest at the bank.

Estate planning experts at JP Morgan, Bank of America, UBS, Morgan Stanley, Wells Fargo and other firms weigh in on how client needs and interests, as well as industry practices, have changed.

If the fair's first edition here does well, it's a sign that Paris is back. If not, tant pis. So far ultrawealthy buyers are flocking to the event.

Rich clients who have seen their portfolios dented are pursuing loans.

The young and wealthy instead see more potential in assets like cryptocurrency, real estate and private equity, a study says.

New rules on "portability" mean that a surviving spouse can lock in her deceased partner's exclusion years after exemption levels decrease come 2026.

Wealthy, bold-faced names are setting up camp in the tony skiing enclave.

Following another strong quarter for wealth management, here's what Goldman Sachs will do next in its hunt for the almost wealthy, and why it matters.

The ultrawealthy are throwing money into private equity funds as some institutional investors approach their allocation limits.

The legal agreements surface broad issues about saving and spending that are key to long-term financial health.

Older, wealthier customers are eager for more digital interactions, according to a study, and are increasingly ready to switch firms to obtain these and other services.

Ending tax-free wealth transfers through the longstanding step-up in basis loophole is among the proposals.

Citigroup, whose U.S. wealth management business oversees about $181 billion in client assets, created a new business to sell products through independent advisors as CEO Jane Fraser maps a path to managing more money for wealthy individuals.

After months of talk of steep tax increases on the wealthy, a kinder reality has emerged for well-off clients.

Democrats, unable to gain traction on taxes that affect only the ultra wealthy, have turned to trusts as little as $200k.

Advisors share a tax trick that allows professionals to build seven-figure retirement plans.

The ultra-rich have direct access to asset classes, including private markets and Bitcoin, that other investors, including mass affluent ones, don't.