Ultrahigh net worth

Research firm Spectrem Group tracked new highs in 2017 across the mass affluent, millionaire and UHNW segments.

“Chase promised so many things and they didn’t keep those promises,” the juror said of the firm.

Global banks including UBS and Barclays have been expanding teams that serve some of their richest clients.

It’s a pretty safe bet that all those in the rarefied strata hold at least some municipal bonds.

Advisors need to be aware of how the new tax law will affect high-net-worth clients across the country.

Convert property taxes into charitable donations? Sue the federal government? How officials in California, New York, New Jersey and Connecticut might fight new caps on state and local tax deductions.

Advisors should not overlook client savings accounts as idle funds.

Brash and bumbling? Or genuinely caring? Truth and fiction are blurred in depictions of planners in movies and TV shows.

“It would almost be irresponsible if you weren’t thinking about moving,” says Bruce McGuire, founder of the Connecticut Hedge Fund Association.