Financial planning

Wealth advisors seeking the highest-earning clients should look to 30 key geographic areas, some of them not household names.

As family offices continue to grow and want to invest more this year, Goldman Sachs is positioning itself to help with their planned spending sprees.

Ahead of TEFAF, a top art fair it will sponsor in New York next week, Bank of America shared why art matters to rich investors and what buyers can expect this year.

The IRS's $80 billion in new funding means more scrutiny of higher earners.

As giant institutional asset managers like BlackRock manage over $60 billion assets in ESG-focused funds, much smaller firms are targeting retail investors looking to create a socially impactful portfolio in local communities.

Cultural differences with UBS, which is absorbing its Swiss rival, could push outflows even higher.

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

Collectibles worth up to millions of dollars are securitized into thousands of shares that trade for as little as $10 a pop.

It wouldn't be easy for elite advisors at the bank to leave, for reasons ranging from loyalty to deferred compensation. But as spooked clients demand stability, some competitors see a rare opening to recruit.