Financial planning

Despite Voyant’s success internationally, it is relatively unknown in the U.S. The TAMP plans to change that.

The firm has 20 teams that cater to ultra-high-net-worth individuals in the Sunshine State, and has plans to double that over the next few years.

More than three-quarters of those who passed the test studied at least 10 hours-per-week, according to a recent study.

Industry insiders discuss how they are using fintech to meet evolving client demands.

Though interest rates remain low, the partnership gives advisors specialized deposit accounts and lending opportunities tailored to wealthy clients.

A hunt for heavily-short stocks has delivered millions of dollars to wealthy executives and investors.

Investors with an advisor were more than twice as likely to say that they are very confident that they have the best investment strategy, a survey found.

"When you ask someone what their goals are for retirement in 10, 20 or 30 years, the truth is most people don’t even know what’s possible in the first place," Michael Kitces says.

Clients have gotten used to less in-person interaction and have reshaped their expectations and behavior accordingly, says Broadridge's Fred Duden.

Whitnell & Co. changed hands in a deal with a regional bank that also struck a strategic partnership with the wealth manager.