Financial planning

For some clients, the amount of income that would fall into the zero tax bracket will increase by 3%, a far cry from the doubling that's been ballyhooed.

The certification tells clients you have their best interests at heart. After that, is the name of the school important?

Russia, Brazil, and Canada saw big jumps in their populations of high-net-worth investors last year.

The findings come as asset management firms are threatened by digital tools.

The president looks to fulfill a key promise from his campaign.

Are you taking full advantage of the tools at your disposal? Advisors share insights about approaches.

Clients may hold employer stock in their retirement accounts. It pays to know when and how to take distributions from it, Michael Kitces writes.

Clients in their 30s offer long-term value and are cheap to acquire. But they can be time consuming, interacting almost 15 times a year on average with their advisors.

Advisors are in trouble if they neglect a client’s health needs.

Details matter, explains an expert, like where their boat is docked.

The aggregator has been buying aggressively since an infusion of private equity cash in April.

With bonuses, which can account for half of total pay, the average pay for a North American family office CEO totaled $631,000.

Ensuring that a client's windfall today lasts longer than just tomorrow takes more than financial acumen, experts say.

Wealthy people in their 80s have the highest average net worth of any age bracket, according to the agency's study.

Our exclusive interactive infographic reveals some interesting trends on the top 10 new firms and their locations.

Competition for the wealthiest clients is intensifying. Here’s one of the best strategies for finding them, according to Cerulli research.

From fees to geography, here are some of the best ways to attract and keep high-net-worth investors.

A primer on characteristics that enable advisors to build a successful practice that entails very little marketing.

Dan Rothenberg of UBS says it's given his team an "easier hurdle to be beat rather than a benchmark."

The Dynasty-affiliated RIA manages around $15 million on average per client.