Financial planning

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.

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.

In career-defining moments like the start of March Madness season, young athletes can experience life-changing inflows of wealth. Experts at Morgan Stanley, Mitlin Financial and Edmonds Duncan give advice on how to support them.