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While a securities-based loan is more commonly used to buy a fancy house or take a dream vacation, it's also an underused strategy for some affluent investors to pay large tax bills.

Though revenue growth remains a challenge, Citigroup is still committed to its global wealth management expansion plan, CEO Jane Fraser said Friday. Andy Sieg is joining the bank from Merrill Lynch in September as head of global wealth management.

Researchers find that performance expectations are highest among people who invest in environmental, social and governance causes for moral reasons.

The megabank had another productive recruiting quarter in its wealth units, as it reported record first-quarter revenue Friday.

As familiar faces maintain top positions on the list, the annual analysis suggests that digital advice is falling short of what investors want due to lack of client understanding.

Four forms in particular contain insights to a client's financial life and how to serve them better. We explain them here.

Frank Pape is Director of Strategies for Frontier Asset Management. He joined Frontier in 2022 after serving as Senior Director, Consulting Services at Russell Investments, where he advised on portfolio strategies and capital market research to financial advisors and wealth management firms. With more than 25 years of industry experience, Frank is an industry thought leader on asset allocation, capital market insights and tax-managed strategies.

The Wall Street regulator's sweeping proposal would affect everything from brokerage fees to how stock prices are quoted.

From the mortgage deduction to 1031 exchanges, real estate offers some powerful tax tools for investors.