Economy

After hiring a U.S. fine art specialist from the gallery world, the Swiss wirehouse is doubling down on its art-world connections to attract ultrarich Americans.

Competition for the business of family offices is heating up. From fine art to compliance, here's what some of their needs look like today.

Join us for a lunchtime talk with Maria Elena "Mel" Lagomasino, CEO and Managing Partner of WE Family Offices, about leadership in the growing family office world and what it means for financial advisors.

From fielding self-harm threats to handling family estate feuds, here's how an advisor can productively intervene with ultrawealthy families.

From addiction counselors to fund managers who can schedule roof repairs, today's family offices need more services than ever before. Here's what advisors should know about working with them.

Coming off another record quarter, the independent broker-dealer giant sought to reassure analysts questioning its stagnant advisor headcount.

A couple in New Jersey has enough savings to finally own their home outright. Should they seize their chance or put their money elsewhere?

The race to invest in artificial intelligence may be outpacing a full understanding of its risks. It's a high-stakes question for ultrawealthy investors and family offices.

LPL's employee channel has proved popular since its 2019 launch, and recently announced its first $1B team. Here's how that move happened and where Linsco goes from here.

The bank team was seeking a place to support its growth in providing boutique 'concierge' services, while maintaining autonomy.