High net worth

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.

Planners are the single biggest influence on financial decision-making for UHNW clients and their family members, a recent industry study says.

People with the highest income bailed from stocks disproportionately on the worst days of the financial crisis, according to a new Ohio State University and University of Michigan study.

Family members differ dramatically when it comes to wealth planning, according to a recent Merrill Lynch study. Here's how advisers can start a dialogue with relatives that answers their wealth planning needs.

Firms must invest in digital capabilities, says A.T. Kearney's Uday Singh, but they need to balance that evolution to allow for the human touch to remain in a central role.

“Our growth is going to be organic,” says Raymond James Financial CEO Paul Reilly, who adds that he has “concerns” about the DoL rule.

Examining these issues may take the guesswork out of a client's estate plan.

These clients ‘don’t want standard vanilla portfolios,’ so offer funds they can’t just get anywhere. Here’s how.

6 steps to help advisors build strategic relationships that generate results.

A recent tax law creates a permanent 100% tax exclusion on capital gains from C corporations.

The U.S. has more than 1 million households with $5 million or more in investable assets – Are they near you?

Many HNW clients are using these state-run plans to shelter assets from the inheritance tax.

If avoiding taxes just attracts the IRS, it defeats the purpose.

When it comes to planning for wealthy families, advisors are hung up on outdated ideas, new data shows.

Deferred–tax retirement accounts’ required mandatory distributions might prompt this unwelcome scenario.

Affluent clients have certain expectations of their advisors. Read on to understand where they are experiencing service gaps so you can meet their needs.

Some of the independent B-Ds specialize in high-end clients with big accounts. See which firms reported the highest share of accounts topping $100,000 -- and what their total client assets are.

The more money elderly high-net-worth clients have, the more they may worry that beneficiaries won't use it wisely.