Wealth management

Northern adventures are all the rage, but wealthy clients planning to take these high-cost trips need insurance coverage that meets specific contingencies.

How do financial advisors work with elder law attorneys or aging life care managers to support your clients?

Tax professionals are calling for changes to the proposal, even though they welcome clarifications they have been waiting on for decades.

The "father of the index fund" was famously skeptical that exchange-traded funds would encourage risky and speculative stock market bets.

As more women generate and steward great wealth, they must also strive to develop and maintain financial wellness. The wealth management industry has a vital role to play in helping dynamic women on their journey.

This combination of trusts, credits and other tax strategies are great ways help wealthy clients protect their families and their businesses.

Scams targeting individuals aged 60 and older caused over $3.4 billion in losses in 2023 — an increase of approximately 11% from the year prior, according to the FBI.

Wealth management firms are facing scrutiny from investors over their investing choices and missed signs of fraud, in our latest look at the legal issues in wealth management.

Industry groups see the new AML requirements as unnecessarily redundant and burdensome on small firms.

Nuno Matos, once a contender to be chief executive, is leaving after nine years at the firm.

Ned Davis Research analysis predicts the Federal Reserve will cut interest rates by 25 basis points at each of the remaining meetings this year, starting in September.

The Top 20 Firm is also taking an equity investment in Sequoia Financial, and the two plan to deliver services to each other's clients.

The legal action comes after executives expressed comfort with their firm's deposit rates in a recent earnings call.

The best time to start saving for college expenses is right now.

The deal comes an ongoing boom in private loans to businesses and consumers.

Rising financial advisor productivity came with much better pay at these independent brokerages.

New rules for IRA beneficiaries, the expiration of the Tax Cuts and Jobs Act and guidelines for qualified stock make these strategies especially relevant.

The active side of passive indices is on display as two of the largest present plans to undercut the weighting of the largest megacap companies.

Alfred Nobel was the inventor of dynamite and founder of the annual prizes.