Financial planning

Social Security numbers and portfolio information for some high-net-worth clients and advisors was provided inadvertently as part of a lawsuit.

These works of nonfiction and fiction can provide inspiration for better practice management and client services.

The partnership marks the third deal since a major private equity investment in April.

The increase in real estate exposure is an “extraordinary move," according to an industry observer.

The firm joined BlackRock as a strategic partner of the alternative investment tool aimed at wealthy clients. Plus; other launches.

Artificial intelligence can help wealth managers serve clients better, but some say the technology is too immature to be useful right now.

Here are ways to help your high-net-worth clientele invest in exotic categories safely and wisely.

"The numbers are all in a positive direction" as advisers shrug off threats to growth.

Nearly $500 billion of funds held by millennials is up for grabs.

Wealthy clients are demanding more services and help planning their lives, the regional firm says.

You’ve proven your value to clients for years. Isn’t it time to give yourself a raise?

It’s tremendously rewarding to help people make smart decisions about their wealth.

The right strategies can make all the difference for advisers.

Investing in property is fraught with risk, but advisers can help clients navigate a complicated and challenging market. Here’s how a few planners have done it.

A long-running argument might yield a different conclusion depending on whether you are using S&P, Morningstar or Russell to provide your benchmark.

New research suggests we’re hardwired to crave substantial liquid reserves, but advisers can blunt it — if not outright quench it.

New firm FallLine Securities caters exclusively to advisers serving ultrawealthy clients.

Health savings accounts are not only for funding immediate medical needs. They offer three distinct tax benefits that make them a powerful form of retirement savings.

Overall, the nation's wealthy are expected to add to their growing fortunes in the years ahead.

Although revenue fell for the FP50, most firms upped their AUM.