Financial planning

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.

Wealthy individuals, not institutional investors, will drive money into alternative assets, data provider Preqin says in a new study.

As their financial confidence grows, women want to help others succeed, too.

Bigger, better, faster is a label all giant companies want, especially in the hyper-competitive space of managing money for wealthy clients.

Experts say the Wall Street wirehouse pays a 'premium' to recruit, but moves like this one reveal it failing to stop top performers from breaking away. Here's why.

A new report by UBS found that despite being planners in their investing, high net worth women are behind their male counterparts in estate planning.