Financial planning

The firm is embracing a playbook beloved by hedge funds: a slew of options trades.

The average woman will work 12 fewer years than a man, according to one expert. There’s a “slew of issues” around this topic.

A major Times Square development has secured more than $780 million in new equity, including about $400 million from UBS’s ultrahigh-net-worth and family office clients.

These areas have slower home price appreciation and more favorable mortgage rate and wage conditions.

After Dec. 31, spouses responsible for paying alimony won’t get a tax deduction, due to a change under the Tax Cuts and Jobs Act.

Andy Sieg, head of Merrill Lynch Wealth Management, will join the management team of the company, reporting directly to CEO Brian Moynihan.

The top advisor this year, James Hare from Pinnacle Bank and Raymond James, views himself as the Warren Buffett of Nashville.

Retirement assets received in a divorce settlement may be available to creditors, a federal court has ruled. The decision may have far-reaching consequences for clients.

“They always want to have lines in place for if markets do turn down and they get capital calls on private investments,” says Jim Steiner.

"This multigenerational shift in wealth will reshape the wealth management landscape over the next quarter century," an expert says.