High net worth

401(k) plans in small companies are a "blue ocean opportunity" for advisers.

The “Pirates of the Caribbean” and “Edward Scissorhands" star accuses his onetime planners of fraud and negligence in a $25 million lawsuit. The former advisors have countersued.

Exclusive: Advice Period, the newest RIA platform model, offers star power and IBD qualities. Is it enough?

Here are the moves advisers can make to serve larger, wealthier and more-profitable clients.

CEO Rob Francais wants advisers to envision $1 trillion in AUM.

Everyone wants online wealth tools, not just millennials.

High-net-worth clients can be baffled by a number of trust vehicles that minimize the tax liability on IRAs. Here’s how advisers can guide them.

Advisers are already prepping clients for sweeping changes coming under President-elect Trump's administration next year.

A unique structure that allows a client some income tax benefits, while also excluding trust assets from an estate.

Why advisers shouldn't leave this aspect of planning on the back burner.

A $650M firm serving HNW clients wanted help "navigating regulatory change."

Confusion among affluent taxpayers could lead to new ways to help clients.

Property can be a savvy investment — and offer significant advantages. But advisers have to know where to look.

Technology is getting better at replicating the work of human planners, warns Hedgeable CEO Mike Kane.

The wirehouse's latest hire will help ultrawealthy clients with estate planning and other services.

This unit is a critical gatekeeper and value-add for your clients, particularly high-net-worth ones.

The IRS equivalent of a SWAT team gives examinations that are "the audits from hell that your grandfather warned you about," an attorney says.

Donald Trump defends paying no federal income taxes on some of his returns from decades ago.

Only 18% of Asian-Americans work with financial professionals, and there is room for growth, a study says.