Financial planning

Demand is growing for the certified private wealth advisor credential, which has been around for 15 years and helps advisors cater to high net worth clients.

Competition for the business of family offices is heating up. From fine art to compliance, here's what some of their needs look like today.

Join us for a lunchtime talk with Maria Elena "Mel" Lagomasino, CEO and Managing Partner of WE Family Offices, about leadership in the growing family office world and what it means for financial advisors.

From fielding self-harm threats to handling family estate feuds, here's how an advisor can productively intervene with ultrawealthy families.

The event's theme this year was "creating a culture of accountability," and speakers aimed to help Black consumers access generational wealth.

From addiction counselors to fund managers who can schedule roof repairs, today's family offices need more services than ever before. Here's what advisors should know about working with them.

From ordinary couples to the ultrarich, people of any wealth level are vulnerable to financial abuse and domestic violence. Wealth managers, who can see into a household's finances, can make a difference.

The number of wealthy Asian Americans is growing. But most RIAs courting them are missing a key approach, according to one firm that is doing it differently.

Merrill president and co-head Lindsay Hans said the firm is well-positioned for the "largest asset-gathering opportunity that FAs have seen in decades."

Firms overly reliant on ultrawealthy clients need to ramp up their digital capabilities to attract the growing segment of clients with between $250,000 and $1 million in assets.

A new Cerulli report found that the 10 largest broker-dealers hold 58% of retail AUM, in the wake of rapid consolidation among the top 25 BDs.

The race to invest in artificial intelligence may be outpacing a full understanding of its risks. It's a high-stakes question for ultrawealthy investors and family offices.

LPL's employee channel has proved popular since its 2019 launch, and recently announced its first $1B team. Here's how that move happened and where Linsco goes from here.

New research shows 26% of U.S. adults are wedged between two generations of expenses, leaving little room for their own savings.

Employees are still struggling with their financial obligations, and less than half feel good about their financial situation.

The bank team was seeking a place to support its growth in providing boutique 'concierge' services, while maintaining autonomy.

When it comes to charity, last year wealthy families gave differently — and invested differently.

Experts from UBS and TBH Advisors share what to watch this year, as college sports seasons get underway.

A conversation with Cetera's Gene Goldman

A new study sees family offices getting into bond markets but at the cost of another type of bond.