Financial planning

Here's what firms can offer to keep multigenerational families loyal, according to industry experts and Arizent research.

Northwestern Mutual surveyed 2,740 Americans on their expectations for the U.S. economy in 2023.

The number of ultrarich families is growing, and so are their demands on advisors. Schwab moderated a panel on how RIAs can succeed with these clients.

High debt, paired with persistent income inequality, has left LGBTQ employees unprepared for retirement.

Around 40% of CIOs for U.S. family offices are paid at least seven figures a year.

Investors with between $250,000 and $1 million outnumber the ultrawealthy by 2.5 to 1. For financial advisors, that could be a huge opportunity.

Clients were offered a MasterCard made from 14-karat or 18-karat gold that could be embedded with as many as 164 precious stones.

Inflation and volatility have set off a national wave of procrastination, delaying everything from marriage to retirement.

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.

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.