High net worth

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.