Financial planning

“As we’ve gone through various crises, we’ve still told clients to stay invested and not get out of U.S. equities, it’s too early,” said Sharmin Mossavar-Rahmani, CIO for Goldman’s Private Wealth Management.

After an investigation into the self-disclosure of regulatory incidents, the board is looking to strengthen the review process and clear up public confusion.

Tiedemann Advisors is expanding outside the U.S. for the first time to better serve the cross-border needs of its high-net-worth clients.

The RIA founded by former Barclays advisors caters to ultrawealthy clients.

The deal will accelerate the firm’s digital-heavy client strategy, CEO Andy Rachleff said.

Plus, the average employee contribution rate reached 8.8% in the second quarter, up a full percentage point from a decade ago.

As the season comes to a close, check out these recommendations for advisors and clients.

In some ways, their investments are a microcosm of trends sweeping the wider market.

Successful firms reveal how they appeal to wealthy prospects — and elite advisors.

Michelle Rudd opened a new office for Summit Trail Advisors, a $5 billion independent firm.