Ultrahigh net worth

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

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.

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."

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.

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.

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

A new report by fintech company Vanilla found what drives clients of all wealth levels, including the wealthiest, when planning their last wishes.

Although nearly all investors in the firm's new survey said tax efficiency was important to them, just over a quarter of them have consulted tax professionals.

Full discretionary power over a HNW client's investments can be a negative without a clear view of all their financial commitments.

Serving over half of America's billionaires wasn't enough for the country's largest bank.

All customers with more than $1 million in assets have been automatically enrolled into a pair of new service plans.

Citizens made waves with its hires of around 50 private banking staff from First Republic. The head of wealth management at Citizens shared what's next.

Even wealthy clients may procrastinate on maximizing tax efficiency ahead of the gift and estate tax exemption limits' expected declines in 2026.

Here's what firms can offer to keep multigenerational families loyal, according to industry experts and Arizent research.

The number of ultrarich families is growing, and so are their demands on advisors. Schwab moderated a panel on how RIAs can succeed with these clients.

Around 40% of CIOs for U.S. family offices are paid at least seven figures a year.