Economy

Peruse the lists that put wealth management in perspective, from our top 40 young brokers to the largest IBDs and RIAs in the country.

The Treasury and the IRS issued laid out possible regs to update the investment tax credit rules to encompass various forms of renewable energy.

Employees at Ballentine Partners, a multifamily office and RIA, say their firm can be an example of how small or midsized independent firms can advance on DEI.

Nepsis, a Minneapolis-based financial advisory and investment management firm, has acquired Sevenich, Butler, Gerlach, & Brazil, a tax, accounting and consulting firm in Saint Paul, Minnesota.

The giant independent broker-dealer said Wednesday that it had created a new channel to target wirehouse advisors with high net worth practices.

The new rules may slow the deletion of valuable public records, but FINRA should take the issue out of arbitration altogether.

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.

The president of Kestra Financial spoke with FP about the power of using relationships to help recruit big talent, and how the firm differentiates on the talent market.

When it comes to charity, last year wealthy families gave differently — and invested differently.

Experts from UBS and TBH Advisors share what to watch this year, as college sports seasons get underway.

Financial Planning's Justin L. Mack gives a first-person recap of the rap concert that closed out night three of the one-of-kind wealth festival featuring plenty of California beef, and California "grass."