High net worth

The Treasury will soon crack down on valuation discounts. Here’s what it means for your ultrahigh-net-worth clients.

Political discussions can be a kind of third rail, but planners can — and should — undercut the worry.

Sure, these trusts are intended to shelter a beneficiary, but a non-grantor one presents numerous tax-liability issues.

Low-cost, online managed accounts may become table stakes for wealth management firms.

Either a Clinton or Trump presidency could potentially bring changes in estate tax laws, so start preparing now.

No adviser alone can be an expert for all clients' needs. Here’s how to build a network of fellow professionals, influencers and experts.

In the near future, an adviser's role will partly be providing help desk support to clients, says Uday Singh, a partner with A.T. Kearney, at SourceMedia's In|Vest conference.

Planners may be called on to invest assets within a client’s trust, but the ability to do so can vary greatly. What's more, the election outcome could eliminate some trusts altogether.

See which independent broker-dealers have the most high-end reps, plus dive into the average production for the top 10.

The goal is to make clients appreciate the value of services being offered.

Two advisers left Lebenthal Wealth Advisors to start their own practice approximately two years after they joined the firm.

An estate-planning process that asks about contaminated property can save heirs from unpleasant surprises.

To build loyalty with the next generation, key steps include hiring younger advisers.

These firms reported the highest share of accounts topping $100,000.

Blockbuster industry deals and unforeseen shifts in client attitudes are altering future forecasts for digital advice.

Gen Y clients want advisers to build portfolios with both social and financial returns, according to two recent studies.

"Clients that are buying your services on price are clients that you don’t want," says consultant Jamie McLaughlin.

The ultrawealthy are taking more conservative positions this year, but younger investors are still bullish, according to a recent industry study.

If you raise rates on the rich, will you lose them to other states? A study of 45 million IRS records suggests it doesn’t work that way.

A twist on benefits that can help UHNW clients win big estate tax savings and flexibility.