High net worth

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.

A mix of approaches to gain the attention of ideal prospects, who have learned to ignore typical marketing tactics.

To maximize efficiency, segment clients into groups generating over $5,000 in revenue and those that don't, says Alyssa Von Herbulis of Russell Investments.

Certain trusts could have saved heirs $100 million or more — and ensured the musician’s money went to the people and causes he chose. Here are just a few of the tools he could have used.

State agencies can be aggressive in checking records.

Advisers, get ready to track — and secure — client information streaming in from physical properties and a vast array of accounts.

If a client becomes incapacitated, who will give the financial planner directions?

The wirehouse will consider the move if “conditions remain as they are or grow worse,” CEO Sergio Ermotti says.