Financial planning

The use of multiple entities as a means of shifting a high net worth client's yearly income could help rack up bigger breaks, with some caveats.

A number of variables including illiquidity and opaque valuations may cause advisors to think twice before recommending this alternative asset to clients.

The ultrarich lean into risk, time and opportunity to build legacies. It's a replicable formula.

Employees aren't saving enough for retirement or for the costs associated with healthcare and caregiving needs.

According to Schroders, many Americans are falling short of retirement goals, leaving opportunities for benefit leaders to bridge the gap.

Quinn's technology could open personalized financial planning to clients who long weren't on advisors' radar screens.

IRALOGIX looked at retirement preparedness across five key areas, finding that Americans were struggling with nearly all of them.

Investment management alone is insufficient for many firms, who view at least some level of financial planning to be essential.

A partnership between Citigroup and Silverfern to serve exclusive private equity deals to ultrarich clients collapsed after years of tension and litigation.

High net worth individuals tend to think they can manage investing on their own. Researchers say that's an opportunity for financial advisors.