Wealth management

Firms that haven't been afraid of generous recruiting offers have shown the greatest growth in recent years.

Art carries higher rates than most investments, but financial advisors and their clients can tap into trusts, charitable donations, loss harvesting and the stepped-up basis.

A federal judge agrees with plaintiffs that the Federal Trade Commission lacks authority to set rules on unfair competition.

When your clients are divorcing, you need to figure out two things: Which one is your client, and who is their attorney?

He owns the home. She pays half the mortgage. Is that fair?

David Kelly of JPMorgan thinks investors can safely navigate private markets — provided they work with the right managers.

Identifying world-improving, moneymaking technologies is only half the investment battle: Old- school industry analysis is still required.

As wealth management firms rush to keep up with new technological developments, one common oversight is not testing the tech with the people most likely to use it: the advisors.

Experts from Fidelity Investments, JPMorgan Asset Management and Brown Capital Management argue the answer is definitely "yes." Here's why.

The DOJ may say pot is less dangerous for people than it's historically claimed, suggesting it may be less dangerous as an investment, too.

The court made it tougher for the administration to defend regulations it issued in recent months to tackle climate change, forgive student debt, crack down on so-called junk fees and write tax regulations.

CEO Larry Fink predicts will prove the key to 'democratizing' alternative investments.

iCapital's Jason Broder talks about the fintech's massive expansion to help advisors implement alternative investments in traditional portfolio management.

Experts from Vanguard say financial advisors and clients see opportunities in active fixed income amid cooling inflation and expected rate cuts.

Robinhood Markets agreed to buy the artificial intelligence research platform Pluto Capital to bring more tailored investment strategies and analysis to the retail brokerage's users.

With rate cuts still on the horizon, some advisors wonder if it's time to look for returns beyond high-yield savings and money market accounts.

More than a half dozen experts explain the key practice management and professional development implications of behavioral finance and financial therapy.

An innovative nonprofit's grant program enlists pro bono financial planners in an effort to keep longtime residents in place in a gentrifying area.

UBS is reorganizing its global wealth management arm, pursuing aiming to bring more investment services to ultrarich clients.

UBS Group seeks to cement its position as top-five player among global limited partners by pooling private-markets offerings into one unit.